Double the insight on risk,
in half the time

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.

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Meet

Sell your client focus

To get started, simply enter a client's expected investment amount

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Play

Activity discovers who they are

Your client clicks an email link and completes a short, intuitive decision game.

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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.

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