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• Using Syntoniq’s my3B investor assessment platform, systematically integrates behavioral finance classes on A4A into a professional practice. 

• Conduct up to 20 behavioral assessments and systematically deliver highly personal reports every month to clients and prospects.

• Syntoniq’s platform enables professionals to measure an investor’s personality traits in about 10 minutes, generate graphical reports with each investor’s personal predilections, and show investors how to make better financial decisions.

• It’s a fun, introspective, and engaging investor education process managed using Syntoniq’s platform.

 

USD 150.00 per 3 months
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