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:
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.