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Custom-Fit Your Services With Finworx360

How does it work?

Collect Information

Use our 10-minute Behavioral Risk Survey to reveal each contact’s willingness to take risk and other preferences that help you understand their risk tolerance.

Surface Insights

We use psychometrics, behavioral biases, risk preferences, and persona segmentation determined by the survey to give you a highly personalized view of each contact at a glance.

Deliver Best-Next Action

We offer persona-based communication tips to help you deliver information to your clients in the most effective way to help them make their best decisions and reach better investment outcomes.

The Ultimate Feature Set for Advisors


Our proprietary investor personas and strong approach to communication, behavioral finance, and risk tolerance create the ultimate feature set for advisors.

High-Level Assessment of Risk Tolerance

The Behavioral Risk Survey was created based on industry best practices and psychometric principles. It uses the investor’s answers to previous questions to select the best-next question, adapting in real-time to most accurately determine the following details for each of your contacts:

Willingness to Take Risk

Examining their loss tolerance (What would they do if their investments lost money over a specific period?) and reactions to volatility (How would they proceed with certain hypothetical and historical portfolios with varying levels of volatility?).

Attitudes Toward Investment

Includes self-assessment (Which investment scenarios or descriptions most closely describe them?) and looks at how they view tradeoff (Which is more important to them—avoiding loss or earning high returns?), as well as leverage (Is their attitude toward leverage consistent with their risk tolerance?).

Propensities Toward Biases

Behavioral economics outlines two types of biases, emotional and cognitive. Emotional biases come from “impulse” or “intuition,” while cognitive biases come from errors in calculation or faulty reasoning. Identifying specific behavioral biases to expect for each client (e.g. loss aversion, confirmation, status quo, etc.) helps you navigate client relationships more smoothly, explain concepts more clearly, and anticipate certain outcomes. Investor biases can also inform which portfolios or investment opportunities you present to specific clients.

Investor Personas

We categorize each contact into one of our four proprietary investor personas:

  • Guardian: Future-focused preserver with big-picture vision.
  • Inspector: Logical trend spotter intrigued by what’s working in the market.
  • Outlaw: Financially fluent independent thinker and opportunity seeker.
  • Chief: Success-driven decision maker focused on growth.

Results & Reporting

 Advisor-Facing Output

Gives a detailed breakdown of how the investor answered each question, highlights any inconsistencies in their answers, reveals their investor persona, and details some potential biases the client may have.

Persona-Based Communication Tips

We give you communication tips for each contact’s persona to help you manage their biases and achieve more effective messaging. Our tips can be applied via email, face-to-face, phone, or any other channel to make your life easier and your clients happier.

Good to Know

Our survey questions were carefully designed to reduce the effect of framing on the investor’s responses, ensure one “wrong” answer does not skew an investor’s results, adjust questions dynamically based on prior responses, and determine the investor’s willingness to take risk with as much accuracy as possible.

Finworx360 helps you understand how your clients think and make decisions.

Having your clients take the Behavioral Risk Survey regularly will help you monitor any potential changes in their attitudes toward risk.

Don’t just take our word for it. Try Finworx360 for yourself.