Simplifying investment decisions

The first client-centric rating placing the end-investor at the heart of the investing experience
Rating
Rating

We help financial intermediaries reimagine the investing experience

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Translate complex investment choices into personalized investment decision 

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Scientifically backed assessment of each investment products

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Increase end-investor confidence through intuitive visualization

The future of client-advisor relationships will be about collaboration, purpose and the overall investing experience

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Value proposition for financial intermediaries: improve end-investors’ confidence and engagement

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Value proposition for your wealth management clients: comfort their financial well-being and reinforce collaboration

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