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Yainvest
we offer a unique service that applies behavioral finance to map investor profiles with your strategic asset allocation to know your clients better. the outcomes of adopting behavioural finance: - up to 3% gain per year balanced vs unbalanced portfolio - appetite to risk rises by 10%, less capital protection products - 3-5% upside in return potential - 80% vs 10% predictability improvement our solution is a result of over fifteen years of research undertaken in behavioral finance in swiss universities and is used by the largest banks for wealth advisory today. let's get in touch to discover how innovative our behavioral-finance-based technology solutions can help to fulfill your business needs.
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Distro — Free Sales Engagement Platform
Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.
Create a sequence — it's free