“The investor’s chief problem – and even his worst enemy – is likely to be himself.”
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83% of Advisers
83% of financial advisers say that managing client emotions is critical to their business success.
7% of Individuals
Only 7% of investors, however, believe emotions about money impede their ability to reach their financial goals.
PoundWise makes the issue personal. Using data analytics, we help you to make your clients aware of how their personal decisions and affect their financial outcomes. With PoundWise, advisors can provide personalized behavioral insights to their clients, rather than rather than explaining them as tendencies or generalities.
These insights have helped individuals to:
Choose healthier food options
Obey traffic laws
Use less electricity at home
PoundWise brings this same clarity and behavior change to personal financial management.