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A new lens on risk profiling.​​
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Risk is not just about numbers, it’s about mindsets.
Map your client’s psychological traits, decision making framework, risk need, tolerance, and capacity into a comprehensive profile that aligns with their investment goals. ​​​
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DIRECT INSIGHTS INTO IMPACT
Know your clients before they walk through the door.
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Gain deep behavioural insights into how your clients think and feel about money & investing
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Balance psychology with risk for a more robust & compliant assessment
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Elevate your client experience by leveraging proven, science-backed Q&A
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'MoneyMind makes it easy to understand my clients and prospects - a brilliant tool that is part of my advice process.'
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Wayne Lear, Financial Adviser
CONVERT PROSPECTS INTO CLIENTS
Turn first meetings into long-term relationships.
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Engage clients instantly with insights that create meaningful discussions
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Fast-track onboarding by understanding client financial attitudes upfront
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Build trust easily by using real data to tailor advice that connects
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'MoneyMind helps me build trust from the first meeting, it has become a key tool for driving engagement and conversions .'
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John Stallman, Financial Adviser
A Behavioural Operating Platform.
Discover MoneyMind's innovative software features designed to supercharge client onboarding, elevate client interactions, and unlock the power of human behavioural data.
Behavioural Profiling
Unlock your client's financial decision-making framework.
Funnel engaged prospective clients into your advice journey.
Risk Profiling
Deliver compliant risk profiling using our four pillars of risk.
Elevate your client comms & meetings using our AI Agent.
Launching Soon.
Identify client cohorts using personas for Targeted Support.
Integrate MoneyMind into your digital advice journeys.
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Your Essential Guide for Determining
Your Client’s Risk Profile.
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​This guide provides wealth professionals with a practical framework that helps to effectively profile clients and tailor advice to their learning style, decision making framework & risk attitude.
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Capture more than just risk tolerance
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Ensure robust compliance & profiling consistency
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Elevate your client conversations​​​​
MONEYMIND RESULTS
Case Studies
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Learn how wealth firms are using MoneyMind to unlock their client's financial mindset & risk attitude -boosting lead generation & engagement.
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Be your own Chief Behavioural Officer​
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Designed for wealth professionals who want to understand the psychology of their client's financial life.
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MoneyMind works in 3 simple steps. ​
02. Client completes & submits
Questionnaire (takes 3-7 minutes)
03. Adviser & Client receives their own MoneyMind Dashboard
& PDF Report
01. Send Client MoneyMind
Questionnaire from Dashboard​
Validated on 380,579+ research participants across the globe.
Our Team
Passionate. Dedicated. Thought leaders.
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Insights about MoneyMinds
Interesting insights. Learn more.
FAQs
MONEYMIND FOR WEALTH PROFESSIONALS
Contact Us.
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We're here to answer any questions and get you acquainted with MoneyMind Profile.
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You can book a 15-minute demo meeting or sign up for a 14 Day FREE Trial to see MoneyMind in action.
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