Prof of Wall Street
To win and retain clients you need to be your best.
Wealth Management Optimization can help you
improve portfolio performance, elevate transparency, and drive higher AUM.
Leverage AI to Grow AUM
Quantitative analysis reveals strengths and weaknesses so you can focus on improving growth areas and leveraging comparative advantages.
trust & rapport
Innovate in your practice by providing clients trade transparency and engage them in the investing process.
grow & retain
Client communication with timely and relevant content can increase client retention and provide opportunities for growth.
Gain a greater
sense of control
Investing is inherently filled with uncertainty. Focus on what's in your circle of influence and watch it expand.
Rise to the
challenge and win
Investment managers and advisors play a crucial role in people's lives, and face significant challenges.
Identifying areas of portfolio management improvement with transparent client communications strengthens trust, increases AUM, and drives new clients.
Managing client relationships
& the public's
Maintaining a consistent
by low-MER ETFs and fintechs chipping away at AUM and
threatening client flow
reduces options and time
Acquiring new customers
in a competitive social media space with
Tactical Improvement Program Created by Dr. Amos Nadler
Former Professor of Finance at Ivey Business School PhD in Behavioral Finance & Neuroeconomics | Award-winning Scientist | Public Speaker | Former CIO
We support a wide range of firms
Registered Investment Advisors
Discretionary Hedge Funds
Active Mutual Funds
Recruiters & Financial HR firms
Institutional Behavioral Teams
Due Diligence/M&A Advisory
Expert Witness Firms
See how behavioral fintech can help you grow!