MoneyMind™ maps the financial behaviors behind — how your client's save, spend, plan for retirement, respond to markets, and invest.
Your clients have always had a MoneyPattern. Now you can see it.
Trusted by advisors across the globe
It is the behavioral layer within your advice workflow — revealing the patterns behind your client's financial decisions, so you advise the person, not just the portfolio. It works alongside the tools you already use — no new platform to learn.
The conversation starts with the human, not a fact-find. Sarah's an emotional spender with a scarcity mindset, deliberates on financial decisions, and an impulsive-responder to markets.
Advice is framed to her pattern — small, reassuring steps. Trust that used to take months forms in the first conversation. Advice is accepted, as it's aligned to Sarah.
Sarah's panic-sell risk surfaces before any downturn. Timely, pattern-matched nudge communications keep her invested — protecting the outcome and the relationship.
The same insight powers Sarah's own MoneyPattern — coaches her habits between reviews, so progress compounds.
Tell us what tools you use — we'll handle the connection.
No behavioral finance degree required — an expert's read on every client, on tap.
Peita shares her experience using MoneyMind as both a lead-gen tool and a behavioral layer within her firm's advice workflow. The results: a 90% prospect opt-in rate and a 55% conversion-to-meeting.
Rachael shares her search for something beyond a standard risk profile, and reveals how MoneyMind has significantly enhanced her client conversations, building trust and increasing advice-acceptance rates.
John shares how his firm embeds MoneyMind across their social media, website, and digital advice journey — as both a lead-gen and behavioral layer within their advice workflow.
James shares how he's replaced his firm's traditional risk profile with MoneyMind's powerful insights, which have improved engagement, advice acceptance, and the conversations he has with clients.
Natallia shares how she uses MoneyMind as a behavioral layer to help women shift their financial mindset, addressing the patterns and blocks that are holding them back.
Financial decisions are shaped by how clients think, not just what they hold in a balance sheet.
People don't make financial decisions with spreadsheets.
They make them with fear, hope, memory, and gut instinct.
Always have. Always will.
Find the gap between where your clients are at vs. their ideal financial life. See which dominant area shapes their financial decisions.
Deliver your advice aligned with what matters most.
Your client's overall financial life satisfaction score.
Anticipate how your clients will react, what actions they'll take, and whether they'll abandon their financial plan.
Identify their Superpowers, Roadblocks, and how to Optimize your strategies. Identify all the emotions that override rational plans and protect your AUM.
Capture all the dimensions of risk behavior: tolerance, capacity, loss response, anxiety, discipline, overconfidence, regret, adaptability, and more.
Know how your clients will actually behave under pressure — so portfolios match reality, not a score.
Well-calibrated, context-appropriate risk tolerance for investment decisions.
Developing investment confidence but sometimes hesitant on pivotal decisions.
Can adapt investment strategy with clear rationale but needs time to process changes.
Unlock a new dimension of insight beyond risk profiles. Shorten the prospect trust cycle, accelerate advice acceptance, and protect AUM with deeper client connections — at one straightforward price.
14-day free trial. Start with a few profiles and 10 team members — upgrade any time.
CEO and thought leader in fintech, with 20+ years across tech and wealth management. Her passion for behavioral science initiated MoneyMind.
A highly regarded fractional tech leader with three decades in enterprise platforms, AI, and startups — from major banks to pioneering enterprise AI.
Combines academia and practice: Bachelor of Psychology, Bachelor of Commerce, PhD in Law & Economics, and Financial Planning. Her work initiated MoneyMind.
MoneyMind handles the most sensitive thing in advice: how a person actually feels about money. We've built the platform around that responsibility from the first commit.
AWS, Vercel, and Supabase security certifications — SOC 2 and ISO 27001. Audit logs, data processing and data residency compliance. Role-based permissions and single sign-on.
Every profile is encrypted end-to-end between client and advisor. Data is encrypted in transit and at rest using industry-standard TLS 1.2 and AES-256 key management.
MoneyMind's platform is hosted by region — Australia, US, UK and Canada — so client data stays onshore and sovereign.
Aligned to Global Privacy Principles and GDPR. Client data is yours to keep, we don't hold PCI data. PII redaction. We retain audit trails and application logging.
Sensitive client data is redacted before any aggregate analytics. Anonymised cohorts power the Personas layer — never identifiable people.
MoneyMind undergoes third-party penetration testing, so the platform stays secure as it scales.
MoneyMind is an AI behavioral intelligence platform that gives financial advisory firms and fund providers a psychological blueprint of how their clients make financial decisions — how they save, spend, plan for retirement, invest, and react when markets get messy. It's the behavioral layer a traditional risk profile is missing.
Behavioral finance profiling maps the psychology and biases behind a person's financial decisions, rather than just their assets or stated risk score. MoneyMind's MoneyPattern™ captures this across five dimensions — saving, spending, retirement planning, market response, and investment.
A client completes a five-minute profile (Quiz). MoneyMind turns it into their MoneyPattern™ and persona archetype, surfacing their superpowers, roadblocks, and risk behaviors. Advisors and clients access the insights through a dashboard and report download.
A traditional risk questionnaire produces a single risk score. MoneyMind maps the full behavioral picture — tolerance, confidence, adaptability, regret aversion, loss response and more — so you can anticipate how a client will actually behave under pressure, not just where they sit on a scale.
MoneyMind is built for financial advisors and advisory firms who want to understand client psychology, and for fund providers who want to predict investor behavior, prevent churn, and personalize communications at scale.
For advisors, MoneyMind is US$69 per advisor per month with a 14-day free trial and no lock-in contracts. Fund-provider pricing is bespoke and scales with the size of your investor base, integration depth, and data requirements.
Yes. MoneyMind is built with data security and privacy as a foundation, with safeguards around how personal data is collected, processed, aggregated, and de-identified. Refer to the Security section.
Stop guessing how your clients will react. Start knowing. Give yourself the most powerful client-discovery tool in the advice industry.
