The Economic Fingerprint

The Economic Fingerprint™ reveals how your client makes decisions which uncovers their true financial investing preferences.

You will send your client a unique link to the Economic Fingerprint, which is a browser based experience and doesn't require your clients to download any apps or create a login.

For couples, both individuals will receive their own Economic Fingerprint to complete. It's important that couples complete their activities independent of each other, ensuring that we capture the individuals own preferences and not those of their spouse.

Your client will complete a short set of activities which will help you to understand their financial picture and what makes them unique. You decide which activities your client completes.

The Economic Fingerprint provides your client with a real-time view of their progress through the experience. It shows completion status across the key modules that you have requested for your client to complete.