Neucovest

For advisers and funds, that don’t have a structured human behaviour lead client discovery process, Neucovest Profiler offers an opportunity to double the margin from existing clients and halve the time taken to prospect and convert new clients. The platform provides an easy to use, detailed client discovery process at the click of a button, that goes beyond fulfilling best interest duty by knowing your client in more detail than required by any legislation. This is way beyond your current risk profiling and discovery process -it’s on another level. Neucovest has three broad categories of tools designed based on published and established scientific research on values, goals and legacy. In order to provide these unique insights, the system not only understand rational choices, but also look at potential negative and positive biases and the role of emotions attached to decisions that define the client. The tools generate well-crafted client facing reports that can then be used for targeted client meetings that serves both the client and adviser.