From investor profile to advisor action.
Launch branded FIPI® discovery, track completed profiles, review client context, ask Pulse for communication help, and move into portfolio, alert, and follow-up workflows from one advisor platform.
in wealth transferring to heirs; most of it changing advisors too
Cerulli Associates, 2025of clients cite lack of trust as the reason they would leave their advisor
CapIntel / Logica Research, 2025profit increase possible from just a 5% improvement in retention
Harvard Business Reviewof US industry assets now with independent and hybrid RIAs
Cerulli Associates, 2026
Finliti® integrates with your existing CRM.
Built for independent practices. Priced like one too.
Start with the advisor workflow you need now, then expand into broader team usage as client volume and operating complexity grow.
Growth
$349/mobilled annually
For advisors building onboarding, retention, and family workflow into one system.
Best for: growing books of business.
- +10 profilesIncludes the first 10 client profiles and core advisor workflow.
- Pulse dashboardKeep profiles and follow-up in one place.
- Suitability contextBring profile signals into reviews.
- 50 client profilesExpand across a wider client base.
Team
$749/mobilled annually
For teams standardizing advisor workflow across one shared operating model.
Best for: multi-advisor practices.
- 150 client profilesScale across a larger shared client base.
- Up to 5 advisor seatsSupport a real team workflow.
- Team reportingTrack usage and documentation quality.
Enterprise
Let's talkcustom pricing
For firms that need rollout support, integration, and enterprise controls.
Best for: networks and large firms.
- Unlimited seatsDeploy across larger organizations.
- Custom integrationConnect to existing systems and APIs.
- White-label and rollout supportSupport governance and launch.
Pulse turns FIPI® results into advisor workflows.
Pulse is not just a profile layer. It is the operating workflow that connects setup, review, guidance, portfolio work, alerts, and follow-up.
heirs change advisors
in boomer women will change financial advisors within 1 year of inheriting assets
Cerulli Associates, 2025new advisors needed
in the US over the next 5 years
Schwab RIA Study, 2025attrition tied to perception
of clients cite underperformance as a reason to leave; much of it is perceived
CapIntel, 2025AUM growth lift
for firms leveraging AI and behavioral tools
Deloitte, 2025The Finliti Investor Profile Indicator® in motion.
The profile layer is built around four dimensions advisors can actually review and explain: Zeal, Inhibition, Swag, and Conventionality.
FIPIⓇ behavioral scan
Pulse scans for four core traits as profiles come into focus.
As advisors move through setup and profile review, Pulse makes Zeal, Inhibition, Swag, and Conventionality easier to see, explain, and apply.
From survey completion to client-ready next steps.
Profile first. Review second. Guide the conversation. Then act across planning, alerts, and CRM follow-up.
Activate the account and open the advisor dashboard.
Set the email, firm site, and branded FIPI® flow.
Review invites, completions, and client status in one place.
Open the profile, scores, and summary inside the client record.
Use Pulse for summaries, meeting prep, and communication guidance.
Move into Portfolio Builder, then review backtests and reports.
Load updates and use client-linked alert context to prioritize outreach.
Send CRM follow-up through a Wealthbox-first path when needed.
Ask Pulse inside the client record
Review the profile first, then use Pulse for a summary, meeting prep, or communication guidance.
Portfolio Builder
Build goal-based recommendations and prepare the client for backtest-ready portfolio conversations.
Backtest results
Review recent windows, benchmark comparisons, and downloadable reports before the recommendation conversation.
Generate market alerts from tracked assets.
Choose the client, carry forward current picks or the latest backtest, and turn market movement into advisor-facing review and follow-up preparation.
- Survey Setup for branded FIPI® delivery
- Client Management with completed profile tracking
- FIPI® overview and trait score review inside the client record
- Pulse Agent, Pulse Quick Chat, and Pulse Voice for advisor-facing guidance
- Portfolio Builder, backtests, and downloadable reports
- Market Alerts plus Wealthbox-first follow-up workflow direction
University of Toronto
Ontario Securities Commission
CIRO
RBC
Generate market alerts from tracked assets
Choose the client, load updates, and review asset-linked context before outreach.
Run backtests and review recent results
Move from Portfolio Builder into recent backtest history, benchmark views, and exportable reports.Create follow-up task bundles in Wealthbox
Keep Pulse as the advisor workflow layer and hand off CRM follow-up through a Wealthbox-first path when needed.Keep the workflow connected from profile completion to follow-up.
can drive up to a 95% increase in firm profitability
average AUM value of a retained high-net-worth relationship
for firms using behavioral AI tools
including your own client scenarios