Company News: Page (1) of 1 - 01/09/12 Email this story to a friend. email article Print this page (Article printing at page facebook Launches New Scoring System to Improve Investor Behavior and Avoid Investment Pitfalls

(January 09, 2012)

BOSTON, MA -- (Marketwire) -- 01/09/12 -- Behavior Analytics, LLC, a Boston-based startup focused on consumer research and behavior analytics, is pleased to announce the launch of, its proprietary investor scoring system to improve an investor's investment behavior and portfolio risk management. is an interactive scoring tool designed to provide education and bring transparency to Wall Street by bridging the information gap between the portfolio, the individual, and in some cases the advisor. is powered by a unique and proprietary analytical engine, and provides investors real time feedback on their investment practices. This analytical engine has been used by advisors to score billions of dollars in assets on behalf of pensions, endowments, and families. results provide immediate feedback to clients by providing an investment "score" and highlighting areas of improvement. is designed to educate investors and allow for portfolio changes with or without the help of an advisor. utilizes an interactive questionnaire and scoring system created by a team of industry experts with over 70 years of collective experience in asset management and computer engineering. The scoring engine provides information in a format similar to a credit score (550-800) that consumers can understand and use to enhance communications with a financial advisor, family member, or as a self-improvement tool. can also be used as a powerful communication and compliance tool between financial advisors and their existing clients. captures historical "Scores" which allows for relative comparisons and analytics, and forms the foundation of communication between the investor and advisor.

For investment management businesses, helps find, develop, and manage customer relationships to help increase profits. For consumers, promotes greater financial health and opportunity by enabling them to understand, manage, and guide their financial decisions.

The scoring system is currently used by many financial advisors as a way to help clients gain greater understanding of their investment portfolio, process, risk, and create alignment with the advisor. "As an advisor, Free Investment Score gives me an unbiased set of action items to better serve my customer, and effectively create better financial behavior," according to Randall Tavilla, a Wellesley based financial advisor who has used early versions of the tool for years.

Early users have also provided very positive feedback to the service. "I didn't realize that there was so much to know about my investment manager and their process. Very beneficial information to learn about and have for myself. It can potentially help me choose my investments and financial advisors more carefully. The site was easy to use, the test was easy to take and I received my score and what it meant very quickly. Thank you," said Julie Fink, Investor. Others have commented on how it has improved communications with their investment advisors. "Before I thought my advisor would just contact me when my portfolio needed a change, but now I can contact him, and know where the problems we need to fix are," said Caroline Ryan, Investor.

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Behavior Analytics LLC
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