Curator is Edify’s intelligent investor profiling platform, designed to help financial advisers better understand the people sitting at the table
Using a carefully developed behavioural questionnaire, Curator goes beyond a traditional risk assessment to uncover
how clients think about money, respond to uncertainty and make financial decisions. The result is a richer understanding
of each investor, helping advisers have more meaningful conversations and make more appropriate investment
recommendations.
Available as a white-labelled platform, Curator can be customised for your advisory business, creating a seamless
experience for both advisers and clients.
What is Curator?
Through a guided psychometric-style assessment, the platform evaluates an investor’s behavioural preferences, risk appetite and
decision-making tendencies before translating those insights into a practical investment profile.
Each client also receives an engaging investor archetype, making the process more personal, memorable and enjoyable while
giving advisers a natural starting point for deeper conversations.
Behind the scenes, advisers receive a comprehensive assessment designed to support better portfolio construction, more suitable
investment recommendations and stronger client relationships.
Why financial advisers choose Curator
- Behaviour-based investor profiling
- More engaging client experience
- Detailed adviser reports and insights
- Supports more informed investment recommendations
- White-labelled to your firm’s brand
- Built to complement your existing advice process
- Simple, intuitive interface designed to reduce questionnaire fatigue
Who is Curator for?
Curator has been developed for financial advisers, wealth managers and financial planning businesses looking to improve the way they understand clients. Whether you’re an independent adviser, advisory practice or wealth management firm, Curator helps you move beyond compliance and towards conversations that build trust and long-term relationships. Because the platform can be fully white-labelled, your clients experience it as part of your own advisory offering.
Request a Demo
See how Curator can transform your client onboarding and advice process.