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
What changes when you use MoneyMind.
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.
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.
- SavingSteady Saver
- SpendingConsidered Spender
- Retirement PlanningRetirement-Ready
- Market ResponseSteady-Responder
- InvestmentCautious Investor
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.
Start your 14-day trial now.
Onboarding to client insights in three steps.
MoneyMind's unique features are designed to elevate your client experience.
Insights that transform every client connection.
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.
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.