See beneath the surface of risk
We deliver precise measures of risk, loss and your client’s decision-making consistency, all with statistical confidence.
You can grow and run your practice at the highest professional standards, worry-free.
Does this client have consistent behavior?
| Decision Consistency |
96 |
|---|
Does this client have consistent behavior?
Decision Consistency measures how consistent one is in the choices made between risk and return.
How much risk will this client tolerate?
| Risk Tolerance |
72 |
|---|
How much risk will this client tolerate?
Risk Tolerance measures one's willingness to take risk when presented with an opportunity.
How do they handle losses?
| Loss Aversion |
15 |
|---|
How do they handle losses?
Loss Aversion measures your client’s sensitivity to underperformance.
Strengthen your recommendations
Stop apologizing for questionnaires and methods without real scientific backing. With TrueProfile, you’ll immediately gain insights about the client they themselves don’t know. That’s where great advice begins. TrueProfile helps you deliver more value and meet the highest standards.
Meet
Sell your client focus
To get started, simply enter a client’s expected investment amount
Play
Activity discovers who they are
Your client clicks an email link and completes a short, intuitive decision game.
Win
Review profile and client sees your unique ability to serve them
Use your client’s risk profile to personalize investment recommendations.
Be informed
Track and archive all of your client profiles with just one click.
Be dynamic
Keep tabs on clients every year with a 30 second, gamified re-profiling update via mobile device.
Be a step ahead
Anticipate client reactions and engage them proactively before any concerns arise.
TrueProfile uses a proven mathematical method to map a client’s profile to your portfolios
Using clients’ mathematically-determined risk profile, TrueProfile ranks available portfolios by the utility they offer clients and pinpoints the one with the best fit for their preferences.
