Better Financial Conversations Start Here

Financial Virtues is a research-driven survey tool that helps Financial Advisors to personalize interactions by efficiently assessing each client’s unique behavioral biases.

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Five minutes. 19,000+ report variations.

Try Financial Virtues

Financial Virtues™ Pricing

Our signature survey tool generates actionable and personalized reports with behavioral finance insights that can be applied throughout the client lifecycle. And with a proven ROI, Financial Virtues quickly builds on existing strategies towards the ultimate goal – more meaningful client relationships and steady practice growth.

Financial Virtues training is not included with monthly packages. The training is available as an add-on for $399. REGISTER NOW

Financial Advisor

$79
per month/per Advisor
Four (4) completed surveys included each month + $24 per additional survey
Personalized Financial Virtues survey link (fee is based on completed survey)
Client and Advisor reports with each completed survey
Quick reference guides
Monthly reporting
Quarterly FP Forum Call
(Optional) Use practice name on Financial Virtues reports
Behavioral Conversations training for one team member
Sign Up

Practice

$139
per month/per Advisor
Eight (8) completed surveys included each month + $20 per additional survey
Personalized Financial Virtues survey link (fee is based on completed survey)
Client and Advisor reports with each completed survey
Quick reference guides
Monthly reporting
Quarterly FP Forum Call
(Optional) Use practice name on Financial Virtues reports
Behavioral Conversations training for up to three (3) additional team members
Sign Up

Enterprise

Contact
Available upon request
Volume based discounts for enterprises scaling behavioral conversations
Personalized Financial Virtues survey links for Advisors
Organizational wide view of Advisor and Client personas and behaviors
Supplementary resources supporting adoption
Guided onboarding
Behavioral Conversations training for Advisors
ROI Analysis
(Add-on) White labeled reports
(Add-on) Systems integration
Contact
Prospecting case study Client case study

Efficiently Refine Financial Conversations

Financial Virtues deepens your understanding of each client’s communication style and decision-making process – whether the relationship is brand new or fully established.

Once the client completes the survey, the tool matches the investor with one of four defined profiles (Bulls™) and identifies key strengths, biases, and stress behaviors that contribute to their distinctive investing approach.

Armed with new knowledge, custom coaching tips, and two comprehensive reports, you can personalize each interaction and facilitate more meaningful conversations.

Helpful Tools to Streamline Your Process

Financial Virtues comes complete with a dynamic dashboard center that offers a big picture overview of your clients and practice. Here, you can download reports, analyze your Bull™ breakdown, and sort through your data in a single, centralized location.

Behavioral Finance is Hard to Apply. Financial Virtues Makes It Easy.

Financial Virtues assesses 18 behavioral biases:
  • Affinity
  • Anchoring
  • Confirmation
  • Conservatism
  • Endowment
  • Familiarity
  • Herding
  • Hindsight
  • Illusion of control
  • Loss aversion
  • Mental accounting
  • Outcome
  • Overconfidence
  • Recency
  • Regret aversion
  • Self-attribution
  • Self-control
  • Status quo
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Why Atlas Point?

The Atlas Point Difference

Behavioral Science Applied

Character Science based report that highlights decision making styles and communication preferences.

Hyper-Personalized

Four investor profiles (Bulls™) and 19,000 report variations to address each client’s fears, needs, strengths, and stress behaviors.

Actionable Insights

Clear identification of behavioral biases and an action plan for guiding the conversation.

Complementary

Tools that blend seamlessly with existing strategies for a comprehensive overall approach.

“I was surprised what little effort Financial Virtues took for the benefit it provided me.”

Burl, 59

“It’s awesome! The only topic that has ever caused friction in our marriage is financial decisions. Financial Virtues is a “game-changer” for these discussions.”

Joe, 57

“Where was Financial Virtues when I retired many years ago?  This would have helped an Orange Bull make better financial decisions!”

Ken, 73

“I loved how user friendly Financial Virtues was as well as giving me lots of valuable information about myself and how I approach financial decisions.”

Renee, 31

What You Get With Each Survey

The Financial Virtues assessment delivers actionable insights and simple strategies that you and your client can implement immediately.

  • Client Report – Preferences, communication styles, and top three behavioral biases
  • Advisor Report – Custom tips and coaching prompts for each unique client
  • Investor communication preferences and decision-making styles
  • Ongoing support and resources that expand on the insights
How it Works

Getting Started is Easy

1

Take the Survey

Spend five minutes taking the Financial Virtues assessment. Understanding your own biases and tendencies will help you to better serve your clients.

2

Download Your Report

After completing the survey, review your report and use our resources to learn more about interpreting the results.

3

Maximize Financial
Conversations

Incorporate the takeaways and cultivate meaningful client relationships. Our supplementary tools and resources will help you to make the most of the Financial Virtues survey as your practice evolves.

Take the Survey for $39