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Introducing Finworx360 and FREE Trial Offer

We are thrilled to announce the launch of Finworx360, the leading behavioral finance investor profiling tool available! Get a FREE 14-day trial of Finworx360, visit our website at http://www.finworx.com
Recorded Dec 12 2017 2 mins
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Finworx
Presentation preview: Introducing Finworx360 and FREE Trial Offer

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  • Are you Risk Tolerance Ready? Recorded: Jun 14 2018 38 mins
    Victor Gaxiola
    Finworx360 is a segmentation tool that gives financial advisors a deeper understanding of their clients' risk tolerance through behavioral biases and unique investor personas.
    In this webinar we will:

    - Introduce Finworx360 & Our Behavioral Risk Survey
    - Divulge Field-Tested Best Practices
    - Deep Dive Into the Reporting Tools
    - Discover the Four Individual Personas
Putting Behavioral Finance Into Action
Finworx puts behavioral finance into action to help advisors strengthen their brand, grow their practice, and improve client outcomes through personalization, trust, and thought leadership. Now available as Finworx360, our Behavioral Risk Survey segments advisors’ contacts into personas based on factors such as risk preferences and behavioral biases and generates persona-based tips for engagement.

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  • Title: Introducing Finworx360 and FREE Trial Offer
  • Live at: Dec 12 2017 10:30 pm
  • Presented by: Finworx
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