No Other Firm Offers a Single Integrated Technology Platform for
Discovering and Aligning Employee and Advisor Behavior to Client Behavior

Behavioral Finance
Suitability Compliance for
Complaint Reduction

Behavioral Marketing
Deeper Relationships for
23% Revenue Growth

Behavioral Talents
Advisory Team
Improve Productivity 40% to 70%

Financial Personality
Know Your Client
Goals-Based Planning
Behavioral Biases
Risk Tolerance
IPS
Wealth Mentoring

Communication Styles
Learning Styles
Workflow Management
Selling Styles
Buying Patterns
Client and Employee Messaging

Employee Personality
Talent Management
Hiring
Team Development
Culture
Leadership
Succession Planning