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MONEYMIND FOR WEALTH PROFESSIONALS
Behavioural Science in the Cloud
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MoneyMind Profile is grounded in a robust empirical foundation.
Built on research & datasets from world-leading academic sciences and behavioral economics.
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Introducing the Behavioural Blueprint™
MoneyMind profile uses decades of science and datasets from the world's most recognised and acclaimed behavioural economists.
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The MoneyMind Behavioural Blueprint™ is designed to take a multidimensional approach, fusing economics with psychology to assess a client's financial personality, including their learning style, financial knowledge, confidence, beliefs, values, and behaviours, in balance with their risk tolerance and capacity.
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