Better conversations from the start

Our team of psychologists and financial experts developed this psychometric test over several years to give you unparalleled insight into your clients' subconscious

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Key features

3645
Possible report
permutations

Our reports factor in the uniqueness of every individual and provide detailed descriptions. There are 6 dimensions to every profile and within each of them, 3 degrees of expression.

5 Financial Profile types

Our research has found that financial beliefs can be classified broadly into 5 different archetypes. Each unique strengths and pitfalls.

Identify your Strengths and Pitfalls

Our report pinpoints elements in your clients' profile type that are beneficial and some which can be improved on.

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