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.sign upTRY INVESTOREQ Login
Increase in new clients by advisors using behavioral finance over those who don’t.
Cerulli & Associates 2020
of Canadian financial advisors admit that business development is a challenge.
2020 Natixis Global Survey of Financial Professionals
of advisors strongly agree enhanced advisor-client collaboration is the top benefit of client-facing technology.
Aite Group 2020 Survey
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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