Know Your Client Meets Client Know Yourself

“My advisor gets me.” Have more of those moments with InvestorEQ™, the easy-to-use behavioural science tool that aligns advisors with clients. More than just a risk tolerance tool, InvestorEQ™ is a behavioural engagement system that lets you go deeper with your clients. Get better investment outcomes, stronger relationships, increased retention, greater share of wallet and more referrals.

30%

Increase in new clients by advisors using behavioral finance over those who don’t.

Cerulli & Associates 2020

82%

of Canadian financial advisors admit that business development is a challenge.

2020 Natixis Global Survey of Financial Professionals

67%

of advisors strongly agree enhanced advisor-client collaboration is the top benefit of client-facing technology.

Aite Group 2020 Survey

ALIGNING ADVISORS AND CLIENTS

InvestorEQ™ for Advisors

While the science is complicated, the client experience is easy and enjoyable. From interesting questions to eight highly detailed investor personas and dynamic risk ranges, InvestorEQ™ gives your clients a deeper understanding of their investing behaviours and motivations. Let your clients know they’re more than a risk number. Build trust and better investment outcomes.

Put the power of behavioural finance to work for you.

DIFFERENTIATE YOUR ADVISORS

InvestorEQ™ for Wealth Management Firms

Your advisors are asking for new tools to better engage clients, gain referrals and grow their book. InvestorEQ™ is the next evolution of risk tolerance, giving your team an edge as you build your firm’s brand as a market leader that understands their clients.

Put the power of behavioural finance to work for your advisors.

Request a Proposal TRY INVESTOREQ

DEMO THE PLATFORM

The Pascal Platform with InvestorEQ™

Imagine the investor risk profile informing every part of the advisory practice, from compliance to investing and client communications. That’s the experience you get when InvestorEQ™ integrates into Pascal’s Advisor Success Platform.

Schedule a demo to see how the Advisor Success Platform with InvestorEQ™ can transform your practice.

request a demo

What our clients are saying

“I find InvestorEQ a great way to help me understand my relationships and for investors to better understand themselves. Investors identify with the results and this helps me build trust!”

Brett Watt, EB Wealth

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