The Finliti™ Enterprise Solution
Personality driven financial portfolio empowerment tool.
WHAT WE OFFER

Finliti Investor
Profile Indicator (FIPI™)
Enhanced KYC capability and
bespoke data insights.

Virtual
Education
Custom curriculum with engaging simulations.

Portfolio
Construction
Disciplined models in a scalable process.
RETENTION
Build meaningful relationships with your customers. Interact with your key target demographic by providing tools, support, and structure to meet their financial goals.
RETENTION
Build meaningful relationships with your customers. Interact with your key target demographic by providing tools, support, and structure to meet their financial goals.
HOW IT WORKS


ENGAGEMENT
Let your customers try before they “buy”. Education modules allow them to master complex concepts around products, leveraging their skills and increasing commitment to financial goals.
ENGAGEMENT
Let your customers try before they “buy”. Education modules allow them to master complex concepts around products, leveraging their skills and increasing commitment to financial goals.
SEE IT IN ACTION
Watch the video below to learn how Finliti tools help your customers achieve sucess.
WE HELP YOU ACHIEVE RESULTS
Enhance KYC accuracy during assessment.
KYC ENHANCEMENT
Targeted per-customer-curriculum covering “need to know” topics.
EDUCATION
FIPI’s advanced customer insights reduce risk and liability.
RISK REDUCTION
Front and back-end integration allow seamless access to Finliti tools.
INTEGRATION
Finliti provides regular curriculum updates to further engage customers with your product shelf.
UPDATES
Monetize small accounts while delivering valuable guidance to build trust and loyalty with customers.
LOYALTY

The Finliti Investor Profile Indicator (FIPI™)
The Finliti Investor Profile Indicator (FIPI™) is a psychometric assessment and interactive feedback platform that helps investors understand how they allocate attention, make decisions, and react to important market events.
The FIPI™ assesses four investing-related traits:

These traits were identified in original studies examining the beliefs, preferences, emotional experiences, and behavioral tendencies of self-directed investors.
FIPI’s feedback helps self-directed investors better understand their unique tendencies, strengths, and weaknesses so they can allocate effort in the areas most important and useful for them.
The FIPI™ is the culmination of considerable research and development. To our knowledge, the FIPI™ is the first and only psychometric assessment purposely designed to comprehensively assess how self-directed investors differ from one another.
Understand Risk, Reap the Rewards.
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