Academic Validity

Built off the back of hundreds of academic research projects - and designed to give you insight into your clients MoneyMinds

Dr Katherine Hunt

Head of Research

Gamified

Designed by engagement experts means your clients WANT to do the survey every year

Jacqui Henderson

Head of Distribution

Better Advice

Insights into your clients MoneyMind which equips you to give better financial and investment advice

Dr Katherine Hunt

Head of Research

Leveraging your Value

MoneyMind lets you communicate your value to your clients at every step of the relationship

Jacqui Henderson

Head of Distribution

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