What Makes a Financial Personality?
Purpose
Purpose Investors want to impact the world through Socially Responsible Investing (SRI) and Environmental, Social, and Governance (ESG), as well as faith-based and biblically responsible investing (BRI).
Security
Security Investors want to protect their portfolio by investing in assets such as commodities, real estate, and precious metals that can generate steady growth while managing risk.
Touch
Touch Investors want to take a hands-on approach to their portfolio and build a close relationship with their advisor through frequent communications.
Viewpoint
Viewpoint Investors want to test their knowledge of emerging trends that are shaping the future like AI, VR, robotics, cannabis, or in international investments like China- and India-based companies or emerging markets.
Positivly For Individuals
Discover Your Financial Happiness
Nobody knows you
better than you.
With Positivly’s free Financial Personality Assessment, you can identify your dominant financial personality traits and gain a deeper level of understanding about the types of investments you should think about when it comes to how you invest.
Positivly can even connect you to a like-minded advisor that can match your unique financial personality to your investment portfolio, so you can Put Your Money Where Your Mind Is.
Positivly For Advisors
Positivly is an AI-driven personalization platform.
We help advisors drive growth of net new assets, particularly from purpose- or viewpoint-driven investors.
We’re here to address the needs of small independent advisors as well as large enterprise advisory firms which need scalable compliance, easy customization, and flows into home office models. Insights are actionable through our end-to-end platform.
Positivly For Asset Managers
Next Gen Digital Fund Distribution to Drive Asset Flows
Asset Managers can now precision-target investors in the right context and in the exact moment of interest. Secure prominent and contextually relevant placement of your fund in advisor proposals and portfolios, financial media and digital marketing. You can also gain direct and timely insights in investor trends and interests, particularly for impact and viewpoint investors
Act now to secure exclusivity for your fund.