Find the right plan for your practice.
Your practice is as unique as your clients. Choose the right option for you below:
- Limited content on personas, biases, and tips
- Detailed investor report
- Advisor aggregate reporting
- All of the features of our starter plan, plus:
- Up to 500 survey completes
- Number of surveys to meet your specific needs
- All features of our growth plan, plus:
- Firm-level aggregate reporting
- Custom integrations
- Consultation with our behavioral finance experts
Finworx360 helps you:
Gain Insight Into Contacts’ Risk Tolerance
Gather deep information about a contact’s risk tolerance in less than 10 minutes.
Learn Contacts’ Drivers & Biases
Understand at a glance how each contact makes investment decisions, and where they may go wrong in the process.
Personalize Each Client’s Investment Experience
Access quick tips for addressing a client based on their individual approach to investment.