Behavioural advice tech firm Moneymind Profile launches in UK

Marks expansion for Australian enterprise

Professional Adviser
clock • 2 min read

Australian behavioural advice technology platform Moneymind Profile has expanded into the UK.

The business has set out that it is "introducing a new category of risk profiling solution built to help advisers better understand client behaviour, personalise advice, and meet rising regulatory and client expectations". Its UK launch opened with "a partnership" with adviser community platform Octo Members, Moneymind stated in a news update. Moneymind is said to deliver a "360-degree behavioural blueprint" that works to capture clients' mindsets, values, financial preparedness, learning styles and decision-making frameworks. The technology platform has so far generated behavioura...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

AI tech providers see advice firm client numbers swell

AI tech providers see advice firm client numbers swell

Adviser tech providers reveal how AI is driving efficiency, scalability, and personalised service

Sahar Nazir
clock 30 April 2025 • 4 min read
FE Fundinfo adds to platform capabilities with Lunar AI buy

FE Fundinfo adds to platform capabilities with Lunar AI buy

AI business is FE Fundinfo’s fourth purchase in 12 months

Jen Frost
clock 30 April 2025 • 2 min read
Advisers who are on board with technology outperform peers: Intelliflo

Advisers who are on board with technology outperform peers: Intelliflo

Generated more revenue and serviced more clients

Jen Frost
clock 28 April 2025 • 2 min read