Be-IQ’s ground-breaking and award-winning behavioural suitability suite delivers the most compelling digital user experience on the market.
Our Be-IQ Profiler brings together the best aspects of psychometric and behavioral risk assessment in a single, engaging on-line experience. Risk/Reward tradeoffs are presented in a visual way to capture loss aversion, a key behavioral aspect to your client’s overall risk tolerance.
The risk profiling system also provides you with a new level of understanding of your client’s financial knowledge.
The system is built so that you can easily see how a client’s experience marries with their knowledge. Furthermore, we reveal the confidence your client has around their know-how, and can clearly reveal client’s who are over-confident, as well as in doubt about their own ability.
The outputs from the risk profiler are delivered to you at no additional cost into a consolidated dashboard, Be-IQ Hub.
This dashboard operates as a central resource you use to send out invitations, review your client’s status in terms of completing their questionnaire, and acquiring a thorough review of their result. Through the dashboard you can also build a full report designed to accompany an overall investment proposal.
The displays shown in Hub also provide the means to align the risk profiling results to risk attributes in a model portfolio design. Our solution illustrates the sample design that matches the risk score, and gives you key attributes, such as volatility, drawdown, and VAR that you can compare with your own model portfolios.
We have made all these components available within a very low cost per client business model.
This means you can use it as little or as often as you like, knowing that each client will get a highly personalized experience that is fully digital, engaging, and easy to complete. We feel confident that our approach will assist you with lead generation and provide the right ingredients for better and more transparent conversations.