everyoneINVESTED
HQ Address
Havenlaan 2, Brussels, Belgium
Website Address
Business introduction
Everyone invested - all the time
Boost investor conversion, rejuvenation and retention using solutions with behavioral smarts
We're integrating emotions in financial technology
We focus on providing software solutions to business clients who offer financial investments to their customers. We specialize in sales conversion, retention and rejuvenation through creating a great comfort experience for investors using behavioral smarts.
everyoneINVESTED Solutions
The Balance
Create portfolios that truly match your clients' emotions Get more clients to accept your offer TODAY Get more clients stick with their portfolio TOMORROW Easy. Quick. Smart. Traditionally it is tough to keep clients within their comfort zone when markets go down. Clients often sell off their portfolios when the going gets tough. Using the......
business needs
The Decoder
Unlock the black box of performance Improve your investment decisions Get a valuable insight into how a fund manager really puts the investment policy into practice Easy. Quick. Smart. The positioning of all the funds you offer and performance communication towards your clients becomes effortless when you have considerable insight into past allocation decisions......
business needs
The Matcher
Portfolio optimization at its core Portfolio alignment at minimal cost Enable a profileration of your investment strategy regardless the building blocks. Easy. Quick. Smart. Think about a client who wants to align an existing portfolio of third party funds to your investment strategy. The client likes your tasty menu but prefers to keep his......
business needs
The Page
Visualize market expectations in a highly interactive way. Encourage investors to take motivated decisions Lower the threshold of conversion Easy. Quick. Smart. The Page clearly shows the impact of markets on your customers’ portfolios. The interactive dashboard allows the investor to explore his comfort zone, experiment with his portfolio composition, and experience the impact......
business needs
The Profiler
Knowing your client paves the way for a long term relationship Improve conversion of your digital on-boarding processes Rejuvenate your investor base Easy. Quick. Smart. The Profiler goes beyond a standard risk profiling questionnaire. It not only looks at the classic risk-reward trade-off, but it also measures a customer’s loss aversion, as suggested by......
business needs
view solutionThe Score
Boost your customer loyalty Encourage trading activity for portfolio improvement Focus on resources on portfolios that most need it Easy. Quick. Smart. The result is one single metric that tells you how well the investor is aligned with his risk-return and his loss aversion preferences, i.e.: Traditional diversification over asset classes; Adaptive diversification over investment techniques. The......
