AI behavioral intelligence.

MoneyMind is the behavioral layer within your advice workflow — revealing the patterns behind your clients' financial decisions, so you advise the person, not just the portfolio. A self-discovery experience that gives you the deepest understanding you'll ever have: how clients save, spend, invest, plan for retirement, and react when markets get messy. Everything your risk profile is missing.

MoneyPattern™ is your client's story — the person behind the plan —it’s helping advisors:

Win trust faster. Accelerate trust and lift advice-acceptance rates.

Differentiate at scale. As AI takes on an advisor's workload, lead on what it can't replicate — human understanding.

Turn every touchpoint into top-of-funnel. Warm, engaged, organic leads at any stage.

Know how clients will react before markets move. Cohort-level insights, built in.

Keep clients for generations. A profile the whole family shares — so relationships pass down, not away. 

MoneyMind Profile

Org chart

Teams

Offices

MoneyMind Profile

Org chart

Teams

Offices

Related companies