investmynd.com

Investmynd

You may know your clients,. But do you understand them? Client Engagement Solutions Backed by Behavioral Finance Science. The Future of Wealth Management is Here. You shouldn't have to choose between. We provide data driven insights into the investor personality to help investors and their advisors engage in a more meaningful way and make better wealth decisions. Wealth Technology Solutions, Inc. 11501 Dublin Blvd, Suite 200. Dublin, CA 94568. 2015 Wealth Technology Solutions, Inc.

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You may know your clients,. But do you understand them? Client Engagement Solutions Backed by Behavioral Finance Science. The Future of Wealth Management is Here. You shouldn't have to choose between. We provide data driven insights into the investor personality to help investors and their advisors engage in a more meaningful way and make better wealth decisions. Wealth Technology Solutions, Inc. 11501 Dublin Blvd, Suite 200. Dublin, CA 94568. 2015 Wealth Technology Solutions, Inc.

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2 behavioral finance

3 learn more

4 high tech or high touch

5 request a demo

6 client data

7 management

8 client engagement

9 paperless client intake

10 comprehensive client profiles

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Investmynd | investmynd.com Reviews

https://investmynd.com

You may know your clients,. But do you understand them? Client Engagement Solutions Backed by Behavioral Finance Science. The Future of Wealth Management is Here. You shouldn't have to choose between. We provide data driven insights into the investor personality to help investors and their advisors engage in a more meaningful way and make better wealth decisions. Wealth Technology Solutions, Inc. 11501 Dublin Blvd, Suite 200. Dublin, CA 94568. 2015 Wealth Technology Solutions, Inc.

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investmynd.com

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Investmynd

http://www.investmynd.com/index.html

Turning Behavioral Finance Theory into Action. Discovering the Investor Personality. Are you interested in learning about how your personality may be impacting your financial decisions? We are currently seeking individuals to participate in our research into the investor personality. Advisors: You may know your clients,. But do you understand them? Behavioral Finance Research, Consulting, and Technology for Wealth Managers. Driving the Future of Wealth Management. What is Behavioral Finance? The point is...

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Investmynd

http://www.investmynd.com/solutions.html

Founded by veteran leaders in wealth management technology and pioneers in behavioral finance, our solutions bring together cutting-edge mobile technology, practical experience advising some of the world’s wealthiest families, and decades leading academic research in behavioral finance. Modern Technology for a Modern World. Make Better Informed Decisions. Show Your Tech Savviness. Stand out from the Crowd. Our creative and fun investor personality analysis actively engages investors, getting them to want...

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Investmynd

http://www.investmynd.com/befi.html

Nature and Nurture: What Drives Your Financial Decisions? Why Behavior Matters in Wealth Management. Books and Articles by. Nature and Nurture: What Drives Your Financial Decisions? March 2016 by Andrea Bornstein Bayer. Your financial habits have as much to do with nature - what’s in your DNA, as nurture - your life experiences. While being confident is generally helpful, being overconfident can lead to taking too much risk when it comes to investing. Over confidence can allow us to lose sight of the...

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You may know your clients,. But do you understand them? Client Engagement Solutions Backed by Behavioral Finance Science. The Future of Wealth Management is Here. You shouldn't have to choose between. We provide data driven insights into the investor personality to help investors and their advisors engage in a more meaningful way and make better wealth decisions. Wealth Technology Solutions, Inc. 11501 Dublin Blvd, Suite 200. Dublin, CA 94568. 2015 Wealth Technology Solutions, Inc.

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