Grow AUM by understanding how clients think, decide, and behave.
Behavioural intelligence for advisers, distributors, and digital wealth platforms — turning risk profiling from a regulatory task into a growth engine.
Why It Works
Typical advice:
Risk scores, product lists, surface conversations.
PlanPrompt:
Behavioural insight, emotional intelligence, and cultural understanding.
Advisers using PlanPrompt report consistent results:
Faster client acquisition – trust builds earlier in the relationship.
Higher share of wallet – clients engage more deeply when they feel understood.
Better retention through market stress – relationships stay strong, even in volatility.
When clients feel understood, their families gain confidence — and trust grows naturally across generations.
In Your Workflow
Prospecting
Stand out with personality-led conversations that build instant connection.
Onboarding
Use questionnaires that feel personal, respectful, and human.
Portfolio Design
Align comfort levels, values, and life goals — not just returns.
Reviews
Address concerns early using behavioural insight and emotional cues.
Retention
Coach proactively to build loyalty, referrals, and long-term trust.
"PlanPrompt turned our client reviews into real conversations."
Ravi Kumar Achar
Founder, WNU MFD Services