Get to know your clients quickly
Your clients need more than just good investment advice. They need your understanding of them to navigate today's challenges. Be-IQ provides more than just a risk category. Our unique insights give you an understanding of your clients before you even meet them.

Reduce your risk exposure
Ever met a client who’s okay taking risk so long as they don’t lose any money?

Be-IQ identifies such clients, whose likely behaviours may be most at odds with how they see themselves, and adjusts their risk score accordingly.  Furthermore we’re the only tool that can translate a client's CFL to a precise risk score equivalent to compare against their tested risk profile. Their risk appetite vs their risk capacity, quantified on both risk and financial scales.

Engage clients instead of boring them
Be-IQ’s gamified client experience is not just about better science, it about far greater client engagement which opens up opportunities for remote onboarding and even client acquisition. And it shows. We’re the industry leader in engagement rates. 94% completion rates for businesses utilising online tools to extend services and improve efficiencies.

Spend less, get more
No monthly fees. No 12 month tie in, and if you’re away you don’t pay! For Advisers and Planners, Be-IQ only charges when you’ve benefitted from a completed client report. If you only do two reviews in a month, you only play for two reports. Refreshingly simple!