introducing uncertainty mindsetTM

Unlock your client's risk perception

Complement your Risk Tolerance Questionnaire with Uncertainty Mindset™ to enhance client loyalty and increase the adoption of your recommendations.

Uncertainty Mindset™ offers a more holistic picture of a client’s perceptions and approaches to risk and is more effective at explaining behavior.

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Let us help you boost client confidence

Typical Risk Tolerance Questionnaires (RTQs) focus solely on objective aspects of risk, while Uncertainty Mindset™ incorporates emotions that affect a client’s willingness to take on financial risks. Discover the why behind client behavior and enhance your conversations.

Perceived Benefits

Perceived Benefits is a score that represents an individual’s average optimism regarding investment risks.

Perceived Risk

Perceived Risk is a way to measure how likely a person thinks it is they will lose money when investing.

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Because risk and uncertainty lie at the center of many financial decisions, this product is a natural fit with Atlas Point’s mission to enable Financial Professionals with personalized behavioral financial insights and coaching to improve their client’s financial journey.

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77% of Americans feel anxious about their financial situation [1].

[1] White, A. (2023). 77% of Americans feel anxious about their financial situation. CNBC.

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Frequently Asked Questions

What is Uncertainty Mindset™?
How does Uncertainty Mindset™ compare to traditional RTQs?
What insights will I gain from Uncertainty Mindset™?
Does Uncertainty Mindset™ measure risk capacity?
What are the client scores?
What information does Atlas Point receive?

Manage Uncertainty to Drive Success

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