Financial Psychology Corporation offers you the tools to understand the unspoken needs of your clients.
Financial Psychology Products and Services Descriptions
Moneymax Profiles

Moneymax Profiles

The Moneymax personality profiling system provides financial consultants and advisors with important information about their client's individual money management styles - critical insights into their needs.

Have your clients complete a short personality survey of their feelings regarding risk, trust, involvement and other topics. Score their answers via the proprietary Moneymax engine, and receive a detailed profile of their Money Personality. Get insight into their investment strengths, weaknesses, and needs. Receive detailed advice on how to adjust your investment strategy to satisfy their particular money personality.
5 Surveys
25 Surveys
*12% Savings*
50 Surveys
*20% Savings*
100 Surveys
*28% Savings*
500 Surveys
*36% Savings*

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® Moneymax is a registered trademark of Financial Psychology Corporation

All personal information entered on this site is kept strictly confidential and is not sold or shared with any outside parties. View our confidentiality statement.