COREnology provides a behavioral finance tool that enables financial advisors to assess and understand clients' core values, beliefs, and goals through structured assessments. This approach addresses the challenge of clients feeling unprepared for wealth transfer by facilitating meaningful conversations and personalized financial planning for both clients and their heirs.
Funding
Funding not disclosed
Founders
Product
Problem
Financial advisors often struggle to deeply understand their clients' values and beliefs, leading to generic financial plans that fail to resonate with individual needs and goals. Clients may feel misunderstood or unprepared for wealth transfer, resulting in dissatisfaction and potential loss of business for the advisor.
Solution
COREnology is a behavioral finance platform designed to help financial advisors gain a deeper understanding of their clients' core values, beliefs, and priorities. Through a suite of structured assessments, advisors can uncover what truly matters to their clients, enabling more personalized and meaningful financial planning. The platform facilitates conversations around wealth transfer, helping clients prepare their heirs and ensuring a lasting legacy. By aligning financial strategies with clients' intrinsic values, COREnology fosters stronger relationships and improves client retention.
Target Audience
COREnology primarily targets financial advisors, wealth managers, and other trusted advisors seeking to enhance client relationships and provide more personalized financial advice. The platform is also applicable to therapists, clergy, and coaches who want to help clients gain clarity around their values and beliefs.
Features
- COREvalues assessment to identify and prioritize clients' guiding principles
- COREculture assessment to evaluate family dynamics and communication patterns related to wealth
- COREviews assessment to explore clients' past experiences with money and their current perspectives
- COREpriorities assessment to determine clients' key areas for improvement in life and family
- COREobstacles assessment to uncover potential roadblocks to effective wealth use and transfer
- Comprehensive reports that provide insights into clients' values, beliefs, and priorities
- Integration with existing financial planning workflows for seamless implementation
- Scalable solution suitable for both high-net-worth and everyday clients