Out of the lab. Into reality.
Applied Behavior Finance, Inc. (ABF), in partnership with Financial Gravity Companies Inc., helps financial advisors provide prudent advice grounded in realistic capital market assumptions and behavioral expectations. ABF currently offers two SaaS tools.
The Real Risk Meter helps advisors set realistic risk and reward expectations for their clients and recommends appropriate asset allocations of stocks, bonds, and annuities. The Risk Pledge can help investors stick to their plans.
Incomize helps advisors plan their clients’ retirement income investments using Time Optimized Planning, which can solve the problems of systematic withdrawals and bucket planning.
