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.

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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.

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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.

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