Become the Advisor Your Clients Love
Speak Your Client’s Language
Let BQ Advisory do the heavy lifting for you. Direct insights into the uniqueness of each client make future behavior and decisions predictable. Tailor-made advice, simple and effective like never before.
Test for Free
Select Your Package
Prices excl. VAT
ⓘ
Basic
- 1 Advisor
- Analyses as needed
- Client Reports
- Advisor Dashboard
- Online Manual
Premium
- 1 Advisor
- 100 Analyses per Year
- Client Reports
- Advisor Dashboard
- Online Manual
- Historical Analysis
- Online Webinar
- Email Support
Platinum
- 1 Advisor
- 250 Analyses per Year
- Client Reports
- Advisor Dashboard
- Online Manual
- Historical Analysis
- Online Webinar
- Email / Phone Support
- Custom Branding
- Data Export
Enterprise
- 5 or More Advisors
- Unlimited Analyses (Fair Use)
- Client Reports
- Advisor Dashboard
- Online Manual
- Historical Analysis
- Online Webinar
- Email / Phone Support
- Custom Branding
- Data Export
- API
Support client goals with smart risk scores
Gain clear risk scores for every client and seamlessly integrate them into your investment recommendations. Empower your clients by showing them how to best achieve their financial goals based on their risk scores.
Turn clients into fans
Easily turn every client interaction into a rewarding experience. Predict the expectations of prospective clients even before your initial meeting and communicate with your established clients more effectively than ever.
Unlock investment potential
Spot clients who are ready to transition from savings to investments, often before they realize their own readiness. Inspire them with offers that are precisely tailored to their individual preferences and personality.
Reduce client turnover
Identify at-risk clients proactively so you can talk to them before they consider leaving you. Boost customer satisfaction and secure loyalty even if returns fall short of expectations.
How it works
Tap into the latest behavioral science. Save valuable time while deepening your relationship with every client. Whether you are an independent advisor or part of a large institution, start your journey to greater advisory efficiency and the best possible client relationships now.
1
Client Onboarding
Invite clients to participate with just one click.
2
Interactive Client Dialogue
Clients complete a dynamic 10-minute survey consisting of interactive questions and scenarios.
3
Automated Analysis
Advanced algorithms decode each client‘s unique behavioral profile.
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4
Results & Advisor Tips
The advisor dashboard shows client profiles, predicts their behavior, and provides advisor recommendations. A printable report is also available for each client.
What
Others
Say
Frequently
Asked
Questions
No, there are no commitments whatsoever when you try BQ Advisory for free. However, if you find it valuable and want to use it with your clients, you can purchase single credits or a yearly subscription at your convenience.
No, you are not required to use BQ Advisory personally before inviting your clients. You can purchase single credits or a yearly subscription right away and start inviting your clients immediately.
You can test BQ Advisory with 3 free analysis – no credit card required. To continue, purchase credits as needed or choose an annual subscription. See our pricing page for more details.
Upgrading your subscription is possible at any time. Please contact our support team directly for assistance.
Subscriptions generally include an unlimited number of clients per advisor. However, there are limits to the number of analyses per year. Details can be found in the price table.
Yes. You are able to add and remove clients and prospects at any moment.
Yes, our yearly subscription plans include onboarding support with training videos, an online manual, and a dedicated support team. You can also join our free German webinar— find more details here.
Yes, BehaviorQuant is happy to offer you a package tailored to your needs. Please reach out to a BehaviorQuant Expert for more information.
Yes, BQ Advisory can be easily integrated with any existing system, on any existing platform. It has open interfaces that allow for both independent, stand-alone use and easy integration into existing technology.
As a standard we offer email support from 9am-6pm CET (Central European Time) Monday to Friday. We are happy to take calls and solve issues over the weekend, or assist after 6pm CET. If you tell us it is urgent, we will be there.
Please get in touch to let us know. We’re here to assist you!
