MoneyMind's AI behavioural intelligence gives financial advisory firms a psychological blueprint of how their clients make financial decisions — how they save, spend, plan for retirement, invest, and react when markets get messy.
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Turn a five-minute profile into insights that will transform every client connection.
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MoneyMind is the starting point for everything in your advice process — and the reason prospective clients move from curious to committed. The more you know about your client, the less work you have to do to win them over.
Replace your outdated risk questionnaire for a tool that uncovers deeper behavioural insights, works as a powerful lead magnet, and accelerates client trust.
Predict decisions. Prevent churn. Drive growth.
MoneyMind is an AI behavioural intelligence platform that can predict investor financial patterns across cohorts. Unlock a new dimension of investor data — go beyond demographics and account balances — capture the psychological drivers behind your investors' financial decisions.
Expand your data lake with behavioural insights across your entire investor base — personalise products and services at scale, anticipate churn, and protect AUM.
Walk into every meeting already knowing how your client thinks. Build your advice to fit the person — not a risk profile score — watch how they commit.
One embed link dropped into your digital journeys — website, emails, portal, or socials — generates warm, engaged leads who already trust your process.
While AI can handle the numbers and the plan, MoneyMind overlays behavioural intelligence to help advisor do what no technology ever will.
Investing isn't about beating others at their game.
It's about controlling yourself at your own game.
CEO and thought leader in fintech, with 20+ years across tech and wealth management. Her passion for behavioural science initiated MoneyMind.
A highly regarded fractional tech leader with three decades in enterprise platforms, AI, and startups — from major banks to pioneering enterprise AI.
Combines academia and practice: Bachelor of Psychology, Bachelor of Commerce, PhD in Law & Economics, and Financial Planning. Her work initiated MoneyMind.
MoneyMind handles the most sensitive thing in advice: how a person actually feels about money. We've built the platform around that responsibility from the first commit.
Every profile is encrypted end-to-end between client and advisor.
Client data stays on-shore in local regions (Australia, UK, and US), hosted with certified infrastructure.
Every action is logged, every consent is timestamped, every report is exportable. Built around the regulatory reality advisors actually live with.
Only your practice sees your clients' profiles. Role-based permissions, single sign-on, and per-client revocation in one click.
Aligned to Global Privacy Principles and GDPR. Subject access, right-to-erase and data-portability requests are handled inside the app.
Sensitive client data is redacted before any aggregate analytics. Anonymised cohorts power the Personas layer — never identifiable people.
MoneyMind is an AI behavioural intelligence platform that gives financial advisory firms and fund providers a psychological blueprint of how their clients make financial decisions — how they save, spend, plan for retirement, invest, and react when markets get volatile.
Behavioural finance profiling maps the psychological drivers and biases behind a person's financial decisions, rather than just their assets or stated risk score. MoneyMind's MoneyPattern™ captures this across five dimensions — saving, spending, retirement planning, market response, and investment.
A client completes a five-minute profile (the MoneyQuiz). MoneyMind turns it into their MoneyPattern™ and a behavioural persona, surfacing their superpowers, roadblocks, and risk behaviours. Advisors access the insights through a dashboard, client-ready reports, and an embeddable profile link.
A traditional risk questionnaire produces a single risk score. MoneyMind maps the full behavioural picture — tolerance, confidence, adaptability, regret aversion, loss response and more — so you can anticipate how a client will actually behave under pressure, not just where they sit on a scale.
MoneyMind is built for financial advisors and advisory firms who want to understand client psychology, and for fund providers who want to predict investor behaviour, prevent churn, and personalise communications at scale.
For advisors, MoneyMind is US$69 per advisor per month with a 14-day free trial and no lock-in contracts. Fund-provider pricing is bespoke and scales with the size of your investor base, integration depth, and data requirements.
Yes. MoneyMind is built with data security and privacy as a foundation, with safeguards around how personal data is collected, processed, aggregated, and de-identified. See our Security section and legal documentation for details.
Stop guessing how your clients will react. Start knowing. Give yourself the most powerful client-discovery tool in the advice industry.
