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 a just a risk tolerance tool, InvestorEQ™ lets you go deeper with your clients. Get better investment outcomes, stronger relationships, increased retention, greater share of wallet and more referrals.

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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 profiles, InvestorEQ™ gives your clients a deeper understanding into their investing motives. 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.

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DIFFERENTIATE YOUR ADVISORS

InvestorEQ™ for Wealth Management Firms

Your advisors are asking for new tools to engage clients, gain referrals and grow their book. InvestorEQ™ is the next evolution of risk tolerance, giving them 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.

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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 platform.

Schedule a demo to see how the Pascal platform with InvestorEQ™ can transform your practice.

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