No enterprise minimums. No 12-month lock-in on your first conversation. Just a behavioral layer that pays for itself the first time you keep a client you would have otherwise lost.
Growth
For advisors building onboarding, retention, and family workflow into one system.
Best for: growing books of business.
Start GrowthIncludes the first 10 client profiles and core advisor workflow.
Keep profiles and follow-up in one place.
Bring profile signals into reviews.
Expand across a wider client base.
Team
For teams standardizing advisor workflow across one shared operating model.
Best for: multi-advisor practices.
Start TeamScale across a larger shared client base.
Support a real team workflow.
Track usage and documentation quality.
Enterprise
For RIA aggregators, broker-dealers, and institutional buyers deploying across an advisor network.
Best for: larger firms that need rollout support, integration, controls, and a customized operating model.
Book Discovery CallDeploy across advisor networks, institutional teams, or multiple books of business.
Connect behavioral intelligence to the existing systems your firm already operates.
Adapt the client-facing layer to the firm environment when branding and delivery matter.
Structure the rollout for enterprise review, implementation, and ongoing governance.
can drive up to a 95% increase in firm profitability
Harvard Business Reviewaverage AUM value of a retained high-net-worth relationship
Industry estimate, 2025for firms using behavioral AI tools
Deloitte, 2025including your own client scenarios
Finliti demo promiseFIPI® included
FIPI® is the behavioral assessment behind Pulse, shaped by Dr. Stefano Di Domenico's research guidance and Jennifer Schell's wealth-management experience. It is aligned to suitability standards, trusted by advisory teams across North America, and built for clearer client communication under market pressure.
For advisory teams, family offices, custodians, and institutional buyers that need implementation, white-label options, or workflow integration.
