Traditional risk profiling can miss the full picture of how clients think, feel, and make financial decisions. MoneyMind redefines client engagement with AI-powered behavioural insights. MoneyMind Profile is more than just a risk profiling tool, it’s a complete client understanding platform. Instead of focusing on just risk tolerance, MoneyMind provides a multi-dimensional view of your client, assessing: Learning Style – How clients process financial information Financial Index – Their experience, understanding, & confidence around investing Beliefs & Values – What drives their financial & success priorities Decision-Making – Risk perception, resilience, and emotional triggers Risk mindset – A comprehensive profile of risk tolerance and risk capacity With AI-driven reports and an interactive dashboard, MoneyMind Profile equips advisers with real-time insights that improve client conversations, trust-building, and decision-making. Our integration with Intelliflo and more, will help you seamlessly connect insights with action.

MoneyMind Profile enhances client engagement at every stage of the wealth journey. Here’s how leading wealth professionals are using it: Elevate client conversations – Use the interactive Dashboard to guide meaningful discussions. Build trust quickly & easily – Clients gain insights about their own financial mindset, making them more engaged. Tailor wealth strategies – Align financial plans to each client’s learning style, confidence, and risk attitude. Strengthen long-term relationships – Re-profile clients annually for ongoing insights. Convert prospects faster – A strong value proposition that resonates immediately. Ensure consistency across your team – Standardised profiling and insights for better investment decisions. MoneyMind Profile isn’t just another tool, it’s an adviser’s secret weapon for stronger client relationships and better decision-making.

3-7 minutes. That’s it. Clients complete the MoneyMind Profile questionnaire independently, removing adviser bias. Once submitted: The adviser receives a detailed AI-powered PDF report. The client gets a personalised Behavioural Blueprint™ summary. Both gain real-time access to our exclusive interactive Dashboard. Fast, engaging, and packed with insights.

MoneyMind is designed to be completed by each individual client. Each couple is required to complete their own profile.

Enterprise-grade security. Fully encrypted. Always protected. MoneyMind is hosted on Amazon Web Services (AWS), providing: Enterprise-grade encryption for all client data. Real-time monitoring to detect and prevent threats. Secure CRM integrations, allowing easy profile exports. Designed for financial professionals who require the highest level of security and compliance.

Getting started is easy. No setup, no training required. MoneyMind Profile is available via a paid subscription. Simply: Click "Get Started" to sign up. Invite your team and manage user access. Send profile questionnaires to clients instantly. We also offer online support to assist with setup or guidance whenever you need it.

MoneyMind aligns with industry-leading compliance frameworks, ensuring advisers meet regulatory obligations while delivering more personalised financial advice. Fully compliant with global financial regulations Meets risk profiling standards across Australia, UK, USA, and beyond Ensures consistency, transparency, and auditability for financial professionals MoneyMind aligns with industry-leading compliance frameworks, ensuring advisers meet regulatory obligations while delivering more personalised financial advice. As part of our compliance commitment, MoneyMind offers: Regulatory Confidence: Ensures your risk profiling meets compliance standards without additional administrative burden. Audit-Ready Reports: Generate compliant, well-documented client risk profiles for regulatory reviews. Legal Protection: Reduces the risk of disputes by providing clear, data-backed insights into client risk attitudes. With MoneyMind, you’re not just improving client engagement, you’re strengthening your compliance framework and protecting your business.

Powered by real behavioural finance research. MoneyMind’s methodology is based on decades of academic research and validated by over 380,000 client profiles worldwide. Our science and datasets derive from the world's most recognised and acclaimed behavioural economists - including Fama & French, Shiller and MacroFinance & MacroHistory. The data-backed insights you need, without the added complexity.

Risk tolerance stays stable. Behavioural tendencies don’t shift overnight. Even in market downturns or economic booms, an individual’s risk tolerance generally remains consistent. This is why MoneyMind assesses both: Risk capacity (financial ability to take risk) Risk tolerance (psychological comfort with risk) Understanding this balance is the key to supporting advisers to make informed investment recommendations that stand the test of time.

Behavioural science meets financial advice. More than risk profiling: it’s a competitive advantage. More than insights: it’s a tool to transform financial advice. More than a questionnaire: it’s a way to truly know your clients. Ready to elevate your client experience? Book a Demo Put Your MoneyMind to Work