Leverage behavioral insights to provide tailored guidance that prevents panic selling and aligns the financial plan with your client's goals and core values.

Rather than ❌  Surface-level insights (KYC) | Most investor risk assessments miss behavioral triggers that cause panic selling and churn.

Finliti generates additional documentation that aligns with FINRA, SEC, and CIRO regulations — protecting your recommendations. 

Rather than ❌ Lack of evidence for suitability (KYP) | Without behavioral insights, advisors struggle to prove their recommendations align with client goals — risking compliance issues.

Finliti equips you with data-backed insights to connect emotionally with clients, leading to greater loyalty and retention.

Rather than ❌ Weak client relationships | Failing to connect on a deeper level can push clients to seek advice elsewhere like on social media.

Improve retention, reduce errors, and justify your fees by delivering measurable results.

Rather than ❌ Portfolio misalignment | Emotional investing often leads to poor returns, liability, and distrust.

Position yourself as a trusted financial coach who combines psychology with data-driven strategies.

Rather than ❌ Difficulty justifying fees | With DIY platforms rising, advisors must prove their value or risk losing clients.

• Stronger Retention: Clients feel understood, reducing the risk of them switching firms.

• Improved Portfolio Alignment: Prevents panic selling and misaligned risk exposure.

• Increased Trust: Personalized insights demonstrate your deep understanding of each client's goals.

Proven ROI: Finliti reduces client churn, minimizes costly mistakes, and improves client engagement — all of which directly impact your bottom line.

KPI-Driven Results: Finliti helps advisors track key performance metrics such as client retention, AUM growth, and increased referrals.

 Finliti’s assessment enhances your KYC workflow by:

• Providing behavioral data that reinforces investment suitability.

• Creating an audit trail that demonstrates how recommendations align with a client’s unique profile.

• Offering additional documentation that integrates seamlessly with your compliance reporting.

Yes. By identifying emotional triggers and behavioral patterns, advisors can provide targeted guidance to help clients stay disciplined, especially during market volatility.

Finliti equips you with behavioral insights that go beyond traditional portfolio advice with a human touch. Finliti helps you stand out against robo advisors and equips you with behavioral insights.