Double the insight on risk, in half the time

Click to learn your client's Economic Fingerprint

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?

  • Decision
    Consistency
    96
  • Decision
    Coherence
    100

Are they willing to accept risk?

  • Risk
    Tolerance
    72
  • Ambiguilty
    Tolerance
    58

Ho do they handle losses?

  • Loss
    Aversion
    15

Be prepared

You’ll know both the point estimate and confidence interval surrounding every piece of data on your client

Be connected

You can customize each clients’ profiling plan and stay connected with their preferences and behavior through mobile devices

Be informed

You will know what to expect before problem arise

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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

Decision Consistency

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.

0 100
90

Decision Coherence

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.

0 100
85

Risk Tolerance

This is a scientific measure of your willingness to take risk when presented with an opportunity

0 100
A score of 100 means you have a high willingness to reach for an opportunity. A score of 0 results means you do not put your money at risk, no matter how much reward is present.

Loss Aversion

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.

0 100
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.

Uncertainty Aversion

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.

0 100
A score of 0 means you are neutral when facing uncertainty. You are neither optimistic or pessimistic when facing these uncertain situations. A score of 100 means you are very pessimistic when facing situations that are uncertain

Custom reports

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.

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