Behavioural Finance
HQ Address
16 Rutland Square, Edinburgh, EH1 2BB, United Kingdom
Website Address
Business introduction
We create and build innovative technology solutions that provide better financial futures
Within Behavioural Finance, we are on a never-ending quest to employ the latest cutting edge techniques and methods in developing our products
Adapting for the future
We originally set out to create software to help wealth managers and financial advisers achieve better outcomes with their clients, triage prospects to increase efficiency, and provide an automated method of garnering more referrals and introductions to new clients. Harnessing the potential of machine learning and artificial intelligence within our software this is no longer an aspiration, but an actual possibility. All of which can be done remotely by a client from the comfort of their own home using our intuitive and simple WealthPersonality® journey!
