Putting Behavioral Finance Into Action


Finworx is a simple solution that puts the very best, expertly crafted email messaging in front of the right clients and prospects at the right time.

Grow Your Assets

Build your brand as a trusted advisor and increase the assets you manage, without the fuss of learning digital marketing.

Gain Insight Into Your Clients' Behavior

Surfacing your clients’ behavioral biases and motivators, risk preferences, and investment styles helps you remain compliant and anticipate their needs in advance.

Effortlessly Engage Your Clients For Long-Term Retention

Increase client satisfaction and easily improve advisor-client relationships using our automated “mass personalization” to email each client with unique, behaviorally based messaging.

Truly Know Your Clients

The best way to make the most out of your client relationships is to know what they need, when they need it, and be the one to meet that need. Finworx helps you keep up with each client and anticipate their needs at any given time, ultimately strengthening their trust in you and satisfaction with your service.

Personalize Engagement

38% of clients believe quality investment information is the key to an advisor’s credibility. . .*

. . . so keeping clients engaged with top-quality information is essential to your business. Finworx comes with a library of financial information that is well-written, relevant, personalized, and timely—designed to help prove your credibility and turn your clients into raving fans.

Grow Your Book

An enthusiastic referral from a satisfied client is the most effective form of marketing. Since your clients already expect to hear from you, you have a great opportunity to exceed their expectations while giving them branded material they can pass along to potential leads. When the time comes to nurture your leads, our diverse library includes pieces written just for prospecting.

Your clients aren’t all the same. Your messaging shouldn’t be either.

Behavioral Risk Profile

Our survey has been carefully crafted by our behavioral finance experts to reveal investors’ willingness to take risk and other financial preferences that help you understand their risk tolerance.

360° View of Your Client

We use machine learning, investor personas, and various data sources to give you a highly personalized, comprehensive view of each contact at a glance.

Persona-Based Messaging

Our ever-growing library includes a range of information your clients expect—financial planning topics, current event pieces, and timely market updates. Each piece is uniquely designed for each persona.

Set it & Forget it Email Automation

Automate email “journeys” to maintain ongoing contact with clients, plan and schedule email distribution to recipient lists, send one-off messages, use prewritten templates, and more.

Engagement Analytics

See which of your contacts are opening your emails, what persona types are the most engaged, which topics and messages are most popular, and even what time your emails are likely to be opened.

Success Coach

We believe software should be sickeningly simple to use. To ensure your experience with Finworx is easy and enjoyable, we will connect you with your very own expert Success Coach to guide your smooth transition.

Want to learn more? See how Finworx can simplify your business.