Finworx

Finworx puts behavioral finance into action, helping financial advisors quickly and easily grow their practice through effortless client engagement. Now more than ever, RIAs must establish a clear understanding of each client’s investment style, risk preferences, and decision-making drivers in order to serve in the client’s best interest.

A product of Lirio, the Finworx platform helps advisors asses each client and prospect with a brief, proprietary Behavioral Risk Survey to surface their investor persona. Based on their unique persona and behavioral biases, Finworx delivers relevant, personalized communication to each contact using set it and forget it email automation.

Finworx helps advisors build trust, strengthen thought leadership, and improve client outcomes—without the fuss of having to learn digital marketing.