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
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.Sign Up for InvestorEQ™TRY INVESTOREQ
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 ProposalTRY 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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