TrueProfile is the state of the art compliance and client engagement platform used by financial advisors who want to put their clients first. TrueProfile allows you to see inside your client's decisions and determine the risk they are willing to take with their money and the portfolio options that fit with their preferences. It is the highest standard available in the economic sciences and the breakthrough work of top game theorist and decision theorist, Shachar Kariv.

Those who know their clients best, win
TrueProfile is the only tool in the market to reveal your clients' true risk tolerance, loss aversion and decision consistency as defined by economic science —giving you statistical confidence for every client result.

Do you swear by your science? We swear by ours.

Most advisors have been apologizing for their questionnaires for years.  After 20 years of hard-earned research and development, TrueProfile delivers an affordable and undeniable leap forward for the industry.

Validated by the world's leading economists
Document your client’s economic rationality, meeting the highest know-your-client standards.

Every client profile has >95% confidence
Tease apart risk tolerance and loss aversion, to statistical standards not possible through surveys.

Treat every client as unique
Practice utility-based portfolio optimization without a PhD.