The 5 Money Personalities
In Action.
Try it today, change lives tomorrow.
It’s like a test drive, but more fun. Learn the ins and outs of our program, and take the customizable portal for a spin. When you’re ready to upgrade your client experience, simply become a 5 Money Personality Coach for full access to resources, videos, and much more.
Sign up
Make Money Personal
Money tools don’t have to be boring. We want you to be able to brand your portal down to your personal link.
Custom Dashboard
Right off the bat, you can customize and create your perfect portal! Change your logo, assessment colors, and even client messages!
Keep Track of What’s Important
With access to the 5 Money Personalities, you will learn about the many predispositions clients may hold concerning money, and gain the ability to tailor your investing strategies to each individual. Did we mention: You can track it all!
Client Tracking
Between the Primary and Secondary Graphs and the running list of all your clients information, it is your one stop shop for behavioral finance results on your clients!
$49/MO
UNLIMITED CLIENT ASSESSMENTS
ACCESS TO PORTAL AND DASHBOARD
BEHAVIORAL FINANCE TOOLS
+MORE
IDEAL FOR INDIVIDUAL ADVISORS OR SMALL FIRMS
2 MONTHS FREE
$499/YR
UNLIMITED CLIENT ASSESSMENTS
ACCESS TO PORTAL AND DASHBOARD
BEHAVIORAL FINANCE TOOLS
+MORE
IDEAL FOR INDIVIDUAL ADVISORS OR SMALL FIRMS