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.