Discovery + Actionability = Growth

Positivly is an AI-driven advice personalization platform designed to help financial advisors drive new client growth and deepen relationships with existing clients.

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Positivly supports both small independent advisors and large enterprise advisory firms

We help advisors discover every client's unique financial personality, unlocking hyper-personalized proposals, advice, plans, and portfolios.

Positivly is an end-to-end platform with no software integration required. But it’ll differentiate you from other advisors, create deeper relationships with clientele, and drive growth.

How Does It Work?

Positivly offers these additional benefits to larger advisory firms:

  • Maintaining Oversight and 
Compliance At Scale

  • Projecting Your Brand With White Label

  • Driving Flows Into Home Office Models

  • Recruiting New Advisors With Differentiating Personalization

  • Providing Insights Far Beyond a Simple Risk Assessment

Better Understanding, Better Outcomes

Four dominant traits define every client’s financial personality. By learning what drives their decisions and what they care about, you can create personalized portfolios and happier clients.

Purpose Investor


Purpose Investors want to have a positive impact on the world through ethical and Socially Responsible Investing (SRI) as well as Environmental, Social, and Governance (ESG) companies.

Security Investor


Security Investors want to protect their portfolio by investing in commodities, real estate, and precious metals that show steady growth without much risk.

Touch Investors


Touch investors have a strong desire for meaningful relationships. Touch is all about the how, why and what of relationships interacting with investors.

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Viewpoint Investors want to test their knowledge of emerging trends that are shaping the future like AI, VR, robotics, cannabis, or even China and India-based companies.

Plan For Growth With Positivly

Attract, Convert, & Retain Net New Assets

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Leads Are Just The Beginning

Positivly isn’t just about understanding a client’s financial personality, it’s about understanding yours too.

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By learning what drives their decisions and what they care about, you can easily create more personalized portfolios and happier clients. We’ll help you find and connect with better leads and more compatible prospects who share your financial personality. You’ll have higher conversion rates, and it’ll be easier to develop and retain long-term client relationships.

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Need a client profile that includes comprehensive risk assessment?

Get embedded risk profiling
from Totum by TIFIN

Don’t settle for a basic risk scoring, use Totum's
multi-dimension risk platform in Positivly.

Positivly intelligently scores risk preference, risk capacity, and portfolio risk powered by Totum by TIFIN. Risk integrated with financial personality enables you to build holistic and personalized portfolios while minimizing compliance risk.

Totum is included for FREE when you sign-up for the full Positivly experience.

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