From Opinions to Orientation – Why Evidence-Based Advice Matters

1. Why We’re Talking About Orientation

Today’s investors don’t suffer from a lack of information – they’re overwhelmed by it. Finfluencers, algorithmic platforms, endless streams of “quick tips” – it’s hard to tell what’s relevant, what’s based on substance, and what’s just noise.

Clients need more than answers. They need orientation. And advisors need tools that help them understand behavior – not just interpret statements.

Why now?

CFA Institute: Only 20% of finfluencer content includes disclosures of conflicts or qualifications.
(The finfluencer appeal: Investing in the age of social media. CFA Institute, 2024)
IOSCO: Regulators are calling for clearer rules in digital financial communication.
(International Organization of Securities Commissions, Retail distribution and digitalisation, 2023)
Morning Consult: Over 50 % of Gen Z say they turn to TikTok and YouTube first for financial information.
(Morning Consult, Gen Z’s approach to personal finance and banking, 2022)

2. What BehaviorQuant Does Differently

BehaviorQuant doesn’t aim for reach. It delivers behavioral diagnostics with scientific depth – embedded in intuitive, interactive processes.

At the core lies the structured client dialogue – the assessment:

Interactive questions and scenarios that actively engage clients and make the assessment a tangible experience
Immediate feedback on risk behavior, thinking style, and decision dynamics
Contextual benchmarks and comparisons throughout the process
Four key results upon completion: risk type, decision pattern, emotional stability, behavioral benchmark

What users experience:
Clarity about their own behavior. A format that builds trust and sparks dialogue.

3. For Advisors and Analysts: Making Behavior Actionable

For financial professionals on the advisory or analytical side, BehaviorQuant offers:

A thematically structured dashboard with concrete insights
Forecasts on decision quality, emotional stability, and stress responses
Micro-recommendations for communication (BQ Advisory Tips), based on each individual’s behavioral profile

The goal: Make behavior visible – and turn it into meaningful, context-relevant advice.

4. For Investors and Trading Professionals: Understanding Behavior

BQ Performance enables investment professionals to analyze their behavior based on real data:

Behavioral benchmarks against top traders and investors
Differentiation between skill and luck
A Behavioral Performance Map showing strengths and risks
Behavioral typologies like All-Star, Risky Offense, Stable Defense, or Wild Card

The result: An evidence-based understanding of your behavioral edge – and a foundation for better decisions.

5. What You (and Your Clients) Gain

Orientation – based on behavior, not assumptions
Clearer conversations – through shared understanding of decision patterns
Stronger engagement – via interactive participation
Higher advisory quality – through validated alignment between client and solution
Differentiation – based on scientific diagnostics, not gut feeling

Next Step:

See BehaviorQuant in action – in two short product tours (each under 2 minutes):
Start Tour BQ Performance
Start Tour BQ Select

Or try BQ Advisory directly:
Get BQ Advisory

Or reach out to us directly:
Mail BehaviorQuant

BehaviorQuant – Because real decisions start with people.
behaviorquant.com

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