Unlock your client's financial mindset.
Move beyond surface answers. Profile each client across five MoneyMind dimensions in under 10 minutes.
Built for financial advisorsThe new standard of
The new standard of
profiling clients.
MoneyMind™ maps the financial behaviors behind — how your client's save, spend, plan for retirement, respond to markets, and invest.
Your clients have always had a MoneyPattern. Now you can see it.
Trusted by advisors across the globe
73%
of clients say they don't feel fully understood by their financial advisor.
4×
more likely to stay long-term with an advisor who demonstrates deep understanding.
68%
of investment decisions are influenced by emotion and behavioural bias — not logic.
The impact
What changes when you use MoneyMind.
Shared outcomes
Succeed through shared outcomes.
Find the gap between where your clients are at vs. their ideal financial life. See which dominant area shapes their financial decisions.
Deliver your advice aligned with what matters most.
Financial Life Satisfaction Index
Your client's overall financial life satisfaction score.
People don't make financial decisions with spreadsheets.
They make them with fear, hope, memory, and gut instinct.
Always have. Always will.
- SavingSteady Saver
- SpendingConsidered Spender
- Retirement PlanningRetirement-Ready
- Market ResponseSteady-Responder
- InvestmentCautious Investor
Decode hidden patterns
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 their Superpowers, Roadblocks, and how to Optimize your strategies. Identify all the emotions that override rational plans and protect your AUM.
A complete risk picture
Map a complete risk picture.
Capture all the dimensions of risk behavior: tolerance, capacity, loss response, anxiety, discipline, overconfidence, regret, adaptability, and more.
Know how your clients will actually behave under pressure — so portfolios match reality, not a score.
Investment
- Risk ToleranceVery High
Well-calibrated, context-appropriate risk tolerance for investment decisions.
- Financial ConfidenceSteady
Developing investment confidence but sometimes hesitant on pivotal decisions.
- AdaptabilityBalanced
Can adapt investment strategy with clear rationale but needs time to process changes.
- MotivationBalanced
Balanced promotion and prevention motivation in investment decisions.
- Regret AversionRegret-Tolerant
Calibrated regret-weighting supports sound portfolio decisions.
- OwnershipSteady
Has some sense of investment ownership but reverts to external attribution when outcomes disappoint.
How to startStart your 14-day trial now.
Start your 14-day trial now.
Onboarding to client insights in three steps.
The platform
MoneyMind's unique features are designed to elevate your client experience.
Insights that transform every client connection.
Behavioural confidence98% accuracy across 58k profiles
app.moneymindprofile.com / pattern
The platform
Everything you need to lead with insight.
Six capabilities, one platform. Built around how Australian financial advisors actually run a practice.
Funnel engaged prospects into your business.
One embed link, dropped anywhere. Every touchpoint becomes an entry point for warm, qualified leads.
Capture a complete risk picture.
Tolerance, capacity, loss response, and comfort — together. Replace the outdated questionnaire entirely.
Leverage AI to decode your client's MoneyMind.
Behavioural intelligence woven through your workflow — talking points before every meeting, not after.
Identify cohorts using AI-driven personas.
See your book by MoneyMind, not just by demographic. Tailor service models to behavioural cohorts.
Integrate MoneyMind into every digital journey.
Embed the profile in your website, portal, emails, or onboarding flow. APIs ready for the rest.
Pricing
One tier. Built for practices that grow.
Unlock a new dimension of insight beyond risk profiles. Shorten the prospect trust cycle, accelerate advice acceptance, and protect AUM with deeper client connections — at one straightforward price.
Advisor
$US69per advisor / month
14-day free trial. Start with a few profiles and 10 team members — upgrade any time.
- No lock-in contracts
- Send unlimited profiles across 250 clients + option to add client bundles
- Dashboard, reports, and meeting insights
- Embed profile link for lead generation
See MoneyMind in action.
Use it with your clients. Watch what happens.
Stop guessing how your clients will react. Start knowing. Give yourself the most powerful client-discovery tool in the advice industry.
Demo it. Trial it. Transform it. 14 days on us.