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.

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No credit card required

24/7 Online support

Discover why advisors love BQ Advisory.
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Benefits

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

Select Your Package

Prices without VAT

Free

Get to know BQ Advisory
0
   
  • 1 Advisor
  • 1 Analysis
  • Analyse Yourself
  • Preview Dashboard
  • Your Personal Report
  • Upgrade Anytime

Analysis on Demand

Pay per use
23
00   
from 23.00 € per analysis
  • 1 Advisor
  • 3 or more Analyses
  • Use with Prospects and Clients
  • Pay per Client Analysis
  • Full Dashboard and Client Report
  • Easy Upgrade to Subscription
Special Offer

Subscribe

Benefit from enterprise features
330
00   
per advisor and month
  • Multiple Advisors
  • Unlimited Analyses
  • Business Intelligence Suite
  • Use with Prospects and Clients
  • Full Dashboard and Client Report
  • Full Data Export
  • Training and Onboarding Support

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 monthly and yearly subscriptions at your convenience.

No, you are not required to use BQ Advisory personally before inviting your clients. You can purchase single credits or a monthly or yearly subscription right away and start inviting your clients immediately.

You can test BQ Advisory with one free analysis – no credit card required. To continue, purchase credits as needed or choose a monthly/annual subscription. See our pricing page for more details.

Yes, you can upgrade anytime inside your own account.

Subscriptions generally include an unlimited number of clients per advisor. Fair use policies apply.

Yes. You are able to add and remove clients and prospects at any moment.

Yes, we offer onboarding support with our monthly and yearly subscription plans. This includes access to training videos, support online manual, and a dedicated support team to help you get started with BQ Advisory.

Yes, BehaviorQuant is happy to offer you a package tailored to your needs. Please reach out to a BehaviorQuant Expert for more information.

Yes, the annual subscription plan offers a 14-day trial period during which you can cancel the subscription.

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!