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
Financial decisions are shaped by how clients think, not just what they hold in a balance sheet.
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.
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.
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.
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.
Well-calibrated, context-appropriate risk tolerance for investment decisions.
Developing investment confidence but sometimes hesitant on pivotal decisions.
Can adapt investment strategy with clear rationale but needs time to process changes.
Peita shares her experience using MoneyMind as both a lead-gen tool and a behavioral layer within her firm's advice workflow. The results: a 90% prospect opt-in rate and a 55% conversion-to-meeting.
Rachael shares her search for something beyond a standard risk profile, and reveals how MoneyMind has significantly enhanced her client conversations, building trust and increasing advice-acceptance rates.
John shares how his firm embeds MoneyMind across their social media, website, and digital advice journey — as both a lead-gen and behavioral layer within their advice workflow.
James shares how he's replaced his firm's traditional risk profile with MoneyMind's powerful insights, which have improved engagement, advice acceptance, and the conversations he has with clients.
Natallia shares how she uses MoneyMind as a behavioral layer to help women shift their financial mindset, addressing the patterns and blocks that are holding them back.
No behavioral finance degree required — an expert's read on every client, on tap.
MoneyPattern is the behavioral layer within your advice workflow — revealing the patterns behind your client's financial decisions, so you advise the person, not just the portfolio.
The conversation starts with the human, not a fact-find. Sarah's an emotional spender with a scarcity mindset, deliberates on financial decisions, and an impulsive-responder to markets.
Advice is framed to her pattern — small, reassuring steps. Trust that used to take months forms in the first conversation. Advice is accepted, as it's aligned to Sarah.
Sarah's panic-sell risk surfaces before any downturn. Timely, pattern-matched nudge communications keep her invested — protecting the outcome and the relationship.
The same insight powers Sarah's own MoneyPattern — coaches her habits between reviews, so progress compounds.
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.
14-day free trial. Start with a few profiles and 10 team members — upgrade any time.
Stop guessing how your clients will react. Start knowing. Give yourself the most powerful client-discovery tool in the advice industry.
