See beneath the surface of risk
We measure what others can only talk about. Evidence shows that clients can’t accurately explain their true risk preferences in words. Our decision games deliver precise measures of risk, loss and uncertainty, all with statistical confidence.
Are they ready for advice?
Are they willing to accept risk?
Ho do they handle losses?
You’ll know both the point estimate and confidence interval surrounding every piece of data on your client
You can customize each clients’ profiling plan and stay connected with their preferences and behavior through mobile devices
You will know what to expect before problem arise
Strengthen your recommendations
Quickly and efficiently generate highly compelling client risk profiles and investment recommendations that will help you deliver value and meet the highest standards.
Client insights are a click away
We give you insight you can use to advise your client, no more, no less. Each of our scores are integral to producing customized investment advice to your clients.
Jenna's Economic Fingerprint™
This is a measure of how clear and consistent your decision making was across the different trade-offs you were given. The higher the score, the clearer we are able to understand your profile.
This is a measure of how your decisions conform with the theory of revealed preferences. The higher the score, the more reliable your profile score readings.
This is a scientific measure of your willingness to take risk when presented with an opportunity
This is a scientific measure of how your investment decisions react when the chance of a loss is present. Of course, no one likes the possibility of a loss. We study the influence potential losses have on your decisions, so we can understand how best to design a plan that meets your needs and advise you accordingly.
This is a scientific measure of how your investment decisions react to risky situations that are also ambiguous or uncertain. We need to know how your decision making changes when the range of outcomes are hard to assess.
We automatically produce client reports based upon the TrueProfile fact finding experience.
We uses econometrics to analyze the decisions you made and reveal your preferences across investments to help us know what is a good investment for you.