TAVIQ helps investment advisers remove hassle and add-value on investor profiling. Our intelligent investor profiling software saves advisers time and money by making investor profiling easier, more efficient, and fun.
We help investment advisors win more clients. Our software enables advisors to profile and segment prospects based on personality and communication style.
Investment advisors invite prospects to profile themselves before the meeting. After that, they can learn about their prospects' investment needs, investment style, and life situation. They can also learn also about your prospects' personality type and how to communicate in their style. Using this information to prepare the meetings, they win 60% more business.Improve nominee information