MoneyMind

MoneyMind provides AI-powered behavioral intelligence for financial advisors, helping them understand the patterns that shape clients’ financial decisions. Its MoneyPattern profile looks beyond standard risk questionnaires to assess how clients save, spend, plan for retirement, invest, and respond to market declines. The dashboard combines 34 behavioral measures with risk tolerance and capacity, highlighting each client’s strengths, roadblocks, and opportunities for tailored advice.

MoneyMind supports advisors throughout the client relationship. AI meeting preparation helps them approach conversations with a clearer understanding of each person, while client profiles can encourage better financial habits between reviews. Insights are designed to work alongside existing planning software, CRM systems, AI tools, and marketing platforms. Advisors can also share an embedded profile link for prospect engagement and lead generation.

The service aims to help practices build trust, improve advice acceptance, identify suitable prospects earlier, and better understand family dynamics across generations. MoneyMind offers an Advisor subscription priced at US$69 per advisor per month, with a 14-day free trial, profile sharing for up to 250 clients, and options to add client bundles.