Overview

Wealthfully is a software platform for financial advisors that leverages behavioral science and emotional intelligence to help you understand your client’s deepest motivations and decision-making biases. Our platform helps each client create their Purpose of Wealth™ profile to build a financial plan that goes beyond spreadsheets, cashflow models and account balances. Learn more about Wealthfully and our key exercises at www.livewealthfully.com •Purpose Score tracks your client’s fulfillment in life • Purpose DNA identifies your client's core motivations • Friction EQ ™ predicts how your client's behavior changes under stress • Trials & Triumphs summarizes your client's Core Values • Purpose & Promise helps your clients define their unique Purpose of Wealth™ Wealthfully empowers you to build deep relationships with clients quickly. It also helps you focus your time and every with with clients that fit your unique Purpose of Wealth™ profile.