The Ultimate Currency Is Financial Well-Being
Drive Financial Wellness By Discovering Financial Personality
Positivly is a personalized advice platform to help advisors enhance outcomes and client engagement.
Positivly For Individuals
Learn What Drives Your Financial Well-Being
Positivly helps individuals discover their dominant personality traits, the investing themes they care about most and get matched with compatible advisors based on their unique financial personality.
Purpose--invest to find a deeper sense of meaning and purpose.
Touch--link investing and our desire for meaningful relationships.
Security--invest to provide physical security and peace of mind.
Viewpoints--Invest in themes you see changing the world.
Positivly For Advisors
A Personalized Advice Platform To Drive Growth
Positivly is a proprietary framework that discovers a client's financial personality and creates better engagement. The end-to-end platform can help advisors act on these findings and build hyper-personalized portfolios. Additional features include risk assessment and compatible prospect matching.