One blueprint.
Every client understood.
The Money Pattern™ maps the psychology behind the four pillars of financial behavior — how your client's save, plan for retirement, respond to markets, and invest.
Your clients have always had a Money Pattern. Now you can see it.
Succeed through shared outcomes.
Measure the gap between where clients are at vs. their ideal financial life. See which dominant MoneyMind shapes their decisions.
Know what drives your client's life satisfaction—so you can deliver advice aligned with what matters most.
Decode hidden patterns behind client decisions.
Anticipate how your clients will react, what actions they'll take, and whether they'll abandon their financial plan.
Identify client Superpowers, Roadblocks, and Optimization Strategies. Recognise the triggers that protect your AUM—impulsivity, optimism, anxiety—all the emotions that can override rational plans.
Map a complete risk picture.
Capture all the dimensions of risk behavior: tolerance, capacity, loss response, and comfort.
Know how clients will actually behave under pressure, not just what they say—so portfolios match reality, not traditional questionnaires.
Trusted by advisors.
MoneyMind's Features...
Discover MoneyMind's unique software features designed to supercharge client onboarding, elevate client interactions, and unlock the power of human behavioral data.
Behavioral Profiling
Unlock your client's financial mindset.
Funnel engaged prospective clients into your business.
Risk Profiling
Capture a complete risk picture.
Use AI integrations to elevate your MoneyMind.
Identify cohorts using AI-driven personas.
Integrate MoneyMind into your digital advice journeys.
Pricing
Unlock a new dimension of insights beyond risk profiles that will help you:
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Shorten your prospect trust cycle
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10 x advice acceptance to drive growth
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Protect AUM with deeper client connections
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10 x lead generation via embedded profile capture
Get a 14 day free trial, start with a few profiles and 10 team members for free — upgrade at any time.
See MoneyMind in Action.
Discover the platform that's helping financial advisors and investment managers grow AUM and differentiate from amongst the crowd—all through AI behavioral intelligence you can action immediately.
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Predict client decisions before they happen.
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Personalize with absolute precision.
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Perform through a shorter trust cycle, better advice acceptance, and higher engagement.
Insights
Interesting insights. Learn more.
