Investor Compass is an end-to-end risk profiling and suitability solution – built on advanced behavioural finance. A comprehensive financial profiling process is crucial in revealing an investor’s willingness and ability – both financial and emotional – to take risk, and to calmly take control of their finances. This goes far beyond risk tolerance and onboarding, we want to help you provide the lifetime of guidance that investors need.

Our unique behavioural finance technology supports vulnerable investors, evaluates goal affordability, and accounts for sequencing and drawdown risks. The Investor Compass solution also includes a comprehensive ESG investment assessment that engages clients on their preferences, enabling deeper conversations with investors along with the ability to better match them to responsible or sustainable investment solutions.