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.
Book a demo77% of Americans feel anxious about their financial situation [1].
[1] White, A. (2023). 77% of Americans feel anxious about their financial situation. CNBC.