Evidence. Explanation. Prescription.
The investor profiling and activation diagnostic engine, in three deterministic layers. AI enriches the prose; it never invents a finding.
Profile
Nine archetypes built on competence × ambiguity tolerance, validated through weighted scenarios — not personality tests. Blindspot detection compares what people say about themselves against what their answers actually reveal.
Diagnose
A library of root-cause hypotheses tied to design levers you can actually move. “Why do women convert worse?” produces a different diagnostic than “why do 25–34 year-olds stall?” — with the upstream cause named, not guessed.
Prescribe
A specific intervention on a named segment, with a measurement plan. We commit to a 28-day check: did the cohort move past the stage, by how much, and was the lever the right one. If not, we say so.
And it keeps working — between every diagnostic
Behavioural nudges and AI-assisted advisor support, between sessions. The profile is the start, not the end — ongoing interventions move named cohorts in the background while one coherent investor view sits behind the chat.
Behavioural nudges, always on
Once we know the archetype and the blindspot, we deliver tiny, contextual interventions in the channels your client already uses — checking a balance, opening the app, reading the newsletter. Each nudge is measured. The next diagnostic sees what landed and what didn’t.
Chat, survey, portfolio — in one advisor view
Your AI copilot or human advisor sees every relevant signal at once: what the client revealed in the assessment, what their portfolio actually holds, what the conversation just surfaced. No more tab-switching between tools — one coherent investor view, built on the open Model Context Protocol (MCP) standard.
Behaviour-aware fund exploration
Three exploration surfaces we’ve shipped — designed around how humans actually navigate uncertainty, not how databases serialise. They’re examples, not the menu: we continuously design new ways for investors to engage with their money.
Funds as a navigable universe
Eight hundred line items collapse into thirty stars, clustered by what the investor actually cares about. Decision fatigue drops; orientation appears. Choice architecture, applied to the fund universe.
What the client picks reveals what they value
Configurable axes for “distance” and “size” — ESG fit, ten-year return, drawdown, ticket size. As the client adjusts the lens, the interactions themselves become a behavioural signal, feeding the next session with what they actually look at.
What the money is actually doing
Each fund becomes a double helix coloured by its top SDGs, drillable down to constituents. Investors stop seeing tickers and start seeing impact. The shift from abstract to concrete is itself a confidence intervention.
Three surfaces built on the same logic as the diagnostic: visuals that respect how humans actually think, paired with nudges that arrive in the moments choices are made. The result is exploration that closes the intention–action gap instead of widening it.
Built for the people asking the question
Wealth managers, fintech product teams, and investment platforms — if you have a board, a roadmap, or a quarterly conversion review, this is built for you.
Why this isn’t another quiz tool
Research rigour first. AI amplification second. In that order, on purpose.
Behavioural scenarios, not self-report
We measure how people behave under uncertainty — not what they say they’d do. The only way to detect the gap between intention and action.
Blindspot detection
We compare what a client believes about themselves with what their answers actually reveal — surfacing the gaps a Risk Tolerance Questionnaire never sees.
Deterministic scoring
The classifier is rules-based and reproducible. Same answers, same result, every time. AI may write the narrative, but never the numbers.
28-day measurement contract
Every prescription comes with a check-back. Did the named cohort move past the stage we said they would? If not, the hypothesis was wrong and we say so.
“We’re embedding u impact’s Investor Dating Profile inside our Wealth Activation Platform for Mirai 2026 — 1,200 professionals, June 2026.”
Bring us a question your board keeps asking.
We’ll show you what the answer looks like — evidence, explanation, prescription — on a real cohort of yours.
Bring us the question