MONEYMIND FOR WEALTH PROFESSIONALS

Unlock the psychology behind money and investing.

MoneyMind Profile gives financial advisers a 360° behavioural profile of their clients - assessing decision-making patterns and risk mindset to elevate your advice experience.

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Welcome Anchor

A new lens on risk profiling.

Risk is not just about numbers, it’s about mindsets.

Map your client’s psychological traits, decision making framework, risk need, tolerance, and capacity into a comprehensive profile that aligns with their investment goals.

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DIRECT INSIGHTS INTO IMPACT

Know your clients before they walk through the door.

Gain deep behavioural insights into how your clients think and feel about money & investing
Balance psychology with risk for a more robust & compliant assessment
Elevate your client experience by leveraging proven, science-backed Q&A

'MoneyMind makes it easy to understand my clients and prospects - a brilliant tool that is part of my advice process.'

Familia Wealth

Wayne Lear, Financial Adviser

CONVERT PROSPECTS INTO CLIENTS

Turn first meetings into long-term relationships.

Engage clients instantly with insights that create meaningful discussions
Fast-track onboarding by understanding client financial attitudes upfront
Build trust easily by using real data to tailor advice that connects

'MoneyMind helps me build trust from the first meeting, it has become a key tool for driving engagement and conversions .'

PlanningIQ

John Stallman, Financial Adviser

Demo

Your Essential Guide for Determining

Your Client’s Risk Profile.

This guide provides wealth professionals with a practical framework that helps to effectively profile clients and tailor advice to their learning style, decision making framework & risk attitude.

Capture more than just risk tolerance
Ensure robust compliance & profiling consistency
Elevate your client conversations

Use MoneyMind for lead generation.

SEE HOW IT WORKS

How to use

MONEYMIND RESULTS

Case Studies

Learn how wealth firms are using MoneyMind to unlock their client's financial mindset & risk attitude -boosting lead generation & engagement.

Be your own Chief Behavioural Officer

Designed for wealth professionals who want to understand the psychology of their client's financial life.

MoneyMind works in 3 simple steps.

02. Client completes & submits

Questionnaire (takes 3-7 minutes)

03. Adviser & Client receives their own MoneyMind Dashboard

& PDF Report

01. Send Client MoneyMind

Questionnaire from Dashboard

Plans & Pricing.

Professional

99per month/user

(Ex GST/VAT)

Send unlimited client profiles.

Perfect for wealth professional users

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Validated on 380,579+ research participants across the globe.

Our Team

MoneyMind About

Passionate. Dedicated. Thought leaders.

Jacqui Henderson

CEO & Founder

Former CEO of Advice Intelligence & thought leader in fintech, with 20+ years in tech & wealth management, combined with her passion for behavioural science initiated MoneyMind.

Dr Katherine Hunt

Chief of Research & Founder

Dr Hunt combines all things academia, with her Bachelor

of Psychology, Bachelor of Commerce, PhD in Law & Economics, and Financial Planning initiated MoneyMind.

Karlee Pinder

Business Development UK

Karlee is an experienced wealth management professional with more than 20 years of Investment Media and Marketing experience in the UK.

Noel Corley

Business Development Australia

Noel is an experienced funds management distribution executive with more than 30 years of Investment Sales and Marketing experience in the retail space.