For financial advisors
Everything you’d learn in three meetings. Before meeting one.
Start by taking the assessment yourself — ten minutes, and the report is about you.
Your first 14 days are on us. No card.
Take it yourself first. Then send it.
An hour of careful discovery questions, automated: a validated ten-minute assessment returns the client’s investor archetype, the gap between their stated and actual risk tolerance, and how they want to be advised. The trial exists so your first report costs nothing but ten minutes — and so the first person you assess is the one whose answers you can check against reality.
01
Start the trial
Two minutes to your dashboard. Fourteen days of full access — no card, no sales call.
02
Assess yourself
The same ten-minute assessment your clients get. Answer honestly — this one is about you.
03
Read your own report
Your archetype, your risk gap, your biases — the complete report an advisor would receive about you.
04
Send one to a client
When the next meeting books. Their report lands in your dashboard the moment they finish.
Three tools, one assessment.
The Client Report
Fifteen pages, generated the moment your client finishes. Opens with their archetype narrative — who they are as an investor, in language you can quote back to them. Then the risk-gap analysis: the tolerance they claim, the tolerance their answers reveal, and what the distance means for allocation. Then the bias screen, ranked, each with the portfolio behavior it predicts.
The Advisor Eyes Only Panel
The section that isn’t in the client’s version. It translates the psychology into practice: how this client wants recommendations presented, how much detail builds their trust versus drowns it, how they’ll behave in a drawdown and what to say when it happens. It reads like a briefing from a colleague who’s already worked with them for a year.
The Dashboard
Send assessments, watch completion status, and keep every client report in one place — organized, searchable, ready to reread the morning of the review. One link out, one report back, no scheduling, no back-and-forth. Your monthly report quota refreshes every billing cycle.
Don’t take our word for it — read one.
A complete sample report for a fictional client, exactly as it lands in your dashboard. The last section is the one your client never sees. Read it as a page — no download, no email gate — or take the PDF.
| Planning | Incorporate liquidity reserves into the financial plan with explicit target amounts and timelines. |
| Presenting | Appreciates the need for a long-term plan with clear milestones; present the full roadmap upfront. |
| Framing | Frame all decisions relative to the plan timeline; short-term noise is less relevant. |
13 advisory dimensions — sample client
22,000+
Assessments in the norming base
13
Advisory dimensions scored
11
Cognitive biases screened
Stanford
Neuroeconomics research lineage
Plans that scale with your book.
Same platform on every tier — only the monthly report volume changes. Annual billing takes two months off.
Starter
$33 / mo
3 client reports / mo
Practice · Most popular
$99 / mo
10 client reports / mo
Firm
$249 / mo
Unlimited client reports
Ten minutes from now, you could be reading your own report.
Your first 14 days are on us. No card.