Discovering your Wealth Personality
Our initial product offering is an app based financial psychometric test which identifies a client’s wealth personality and ESG profile.
Try it now at wealthpersonality.co.uk
WealthPersonality® | Adviser only | |
Client Wealth Personality Assessment | ||
Available in the UK | [Y] | [Y] |
Consistency of Approach | [Y] | Assumed |
Scientific Underpinning | [Y] | [N] |
Online | [Y] | Company Dependent |
Paper Based* | [Y] | Company Dependent |
Science | Fine Grain Psychometric | [N] |
Measurement Method | Visual Analogue Scales | [N] |
Diagnostics to Resolve Problem Areas | [Y] | Inferred |
Tailored to Company | [Y] | [Y] |
Reporting | ||
On-boarding Family Report for New Clients | [Y] | [N] |
Bespoke Client Feedback | [Y] | [N] |
Adviser Feedback | [Y] | [N] |
Feedback Benchmarking (Client) | [Y] | [N] |
Feedback Benchmarking (Adviser) | [Y] | [N] |
CRM Integration | [Y] | [N] |
Lead Generation | [Y] | [Y] |
Focussed Sales Indicators | [Y] | [Y] |
User Experience | ||
Time to Complete | 5 minutes average | 6-12 months** |
Easy to Understand Data-Driven Insights | [Y] | [N] |
*Our WealthPersonality® tool is also available in paper based format
**6-12 months is our determination as to the very minimum it would take the very best advisers to obtain the same levels of granular information as our tool.