The biggest reason clients leave advisors is a lack of personalized engagement.*

Positivly is an investment platform for Financial Advisors to build positive connections between clients and their wealth.

We profile your clients on four dimensions to personalize their investing experience.

Purpose-help your clients invest to find meaning by identifying causes that matter to them.

Security-help your clients invest to secure financial future with a risk adjusted lens.

Touch-personalize communication based on the client's desire to build and maintain relationships.

Viewpoints-help your clients find excitement by investing based on how they see the future unfolding.

Putting Positivly to work, you can:

Reduce acquisition
costs by 50%.

Enjoy 43% increase in retention during down markets.

How? It's easy:

1. Your clients take the Positivly quiz.

2. We profile clients using our framework.

3. We feed this back and suggest portfolio changes to increase engagement.

4. We equip you with a narrative to carry the connection.

Sign up for a free trial period.