AccuProfile® is our practical behavioral finance module. It breaks down the investor behavior into the following aspects:

  • Investor type, such as passive investor, trend follower, contrarian and so on.
  • Behavioral biases, including loss aversion, overconfidence, and herding.
  • Financial IQ, testing investor’s knowledge in compounding, diversification, market timing and more.

Using mini-questionnaires, AccuProfile® provides a systematic way to use behavioral finance to help you know your clients deeply and to help your clients understand themselves better.  Watch demo video.


All behavioral factors are rolled into the Behavioral Risk Index™, a single number that indicates the tendency of irrational investment behavior for a client.


We also have a special tool to better protect baby boomer clients. Click here for details.


Accessing Questionnaires / AccuProfile

If you are meeting with clients, you can access the questionnaire results from AccuProfile.


You can access the AccuProfile from the Households page or the Investor Profiles page.


Option 1: To access the AccuProfile from the Households page:

  1. Go to Client Management > Households. Select and click a household or investor (if no household yet).


            2. From the hamburger menu (top left), select AccuProfile.


        3. From AccuProfile, you can click on Take or Retake to access the questionnaire. You can also download the questionnaire results via the "Export to PDF" option.



Option 2: To access the AccuProfile from Investor Profiles page,


        1. Go to Client Management > Investor Profiles.  Select and click an investor.


        2. Once you click an investor, this will lead you directly to the AccuProfile. From here, you can click on Take or Retake to access the questionnaire. You can also download the questionnaire results via the "Export to PDF" option. 




Sending Link to Clients

You can also send a link to prospects and clients ahead of time, and review the results during the meeting. See Sending Links  for detail. 


Reviewing Results

From AccuProfile, click on History to see the entire history of results, and click on "+" to see the questions and the answers.


Behavior Risk Index™

The Behavior Risk Index™ is a number from 1-10 that indicates an investor's behavioral risk, i.e. the tendency to have irrational behavioral when it comes to investment.


It is further color coded to indicate the risk level. When you hover over the number, it shows the top 3 contributing factors.