About Finliti®
The industry has been guessing. We ran the science.
Finliti® was built on a simple, uncomfortable observation: the tools advisors use to understand client behavior were built for questionnaires, not real market pressure. We changed that.
Behavioral infrastructureFIPI®
Investor profile layer
PulseFinlitiverse
FIPI® research layer
FIPI®: peer-reviewed. Regulator-recognized. Industry-ready.
The Finliti Investor Profile Indicator® is not a proprietary opinion about investors. It is a behavioral framework developed with Dr. Stefano Di Domenico's academic research guidance, reviewed against Ontario Securities Commission suitability expectations, and tested in live advisory environments.
For advisors
Every FIPI® profile creates a documented behavioral rationale that can support planning, communication, and suitability review.
For investors
The profile is not a personality label. It is a map of how decision-making can function under pressure.
For teams
Behavioral context becomes repeatable across onboarding, reviews, family meetings, and market events.
For diligence
The framework gives institutional buyers a research-backed reason to treat behavior as infrastructure.
Company timeline
From advisor insight to behavioral infrastructure.
Finliti® starts with a problem the wealth industry kept filing away.
Risk questionnaires have asked clients how they would feel about hypothetical losses for decades. The problem is that hypothetical answers and real market behavior are rarely the same thing.
The Finliti Investor Profile Indicator® is built to close that gap.
FIPI® turns investor psychology into an advisor workflow: decision patterns, pressure triggers, communication needs, and suitability context that can be used before emotions drive the next move.
FIPI® is shaped by behavioral science, psychometrics, and decision-making research.
The research layer has been developed with guidance from Dr. Stefano Di Domenico, a University of Toronto Scarborough behavioral scientist whose work spans personality, intrinsic motivation, and decision-making.
Institutional relevance becomes part of the operating story.
Finliti®'s participation in the RBC FinSec Incubator sharpened the enterprise case: behavioral intelligence needs to be useful for advisors, credible for firms, and practical inside regulated workflows.
The platform expands from research layer to enterprise workflow.
NEXT AI helped Finliti® sharpen the product path from behavioral insight into scalable advisor and investor-facing infrastructure.
FIPI® is reviewed against suitability expectations.
The framework is positioned for regulated advisory environments where behavioral rationale needs to be clearer than a standard questionnaire file.
Finliti® moves toward North American advisory deployment.
Pulse, FIPI®, and Finlitiverse now connect research, advisor workflow, and investor education into one behavioral intelligence system.
Research stance
Behavior is treated as infrastructure, not an afterthought.
Traditional risk tools capture stated preferences. Markets expose actual behavior. FIPI® was built for the gap between the two.
The research layer is translated into advisor-facing workflows rather than left as abstract psychology.
The goal is a more defensible process: personal advice, clearer suitability conversations, and education that can bridge generations.