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Positivly Evaluation 2022 : Discover Your Investing Character


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PositivlyMost individuals know that they need to make investments however typically do not know learn how to get began or what to put money into. And since many monetary platforms ignore the emotional element of investing, many individuals are afraid to get began in any respect.

Positivly works to alter that by bringing emotional intelligence to investing and displaying buyers that they’ll construct a portfolio that makes them cash and likewise aligns with their values. It serves each buyers and monetary advisors by bringing them collectively to kind long-term relationships primarily based on an investor’s monetary character, investing objectives and values.


Ease of Use – 10


Instruments & Assets – 8


Buyer Service – 8


Price – 10

9

General

Positivly helps buyers discover their investing character and connects them with monetary advisors who match your investing character, objectives, and values.

Discover out your investing character

What Is Positivly?

Positivly is an investing recommendation platform. It helps you study your investing character and connects you with a monetary advisor. And it helps monetary advisors improve outcomes for his or her shoppers.

Positivly was based by specialists in finance, schooling, philanthropy, happiness and know-how to convey emotional intelligence to investing. And the corporate is an SEC-registered funding advisor as of November 2020.

What Does It Provide?

Positivly presents two major companies to buyers:

  • First, the corporate teaches you about your monetary character primarily based on the outcomes of a free evaluation. You additionally obtain just a few funding concepts primarily based on what others together with your character are investing in.
  • Second, Positivly matches you with monetary advisors who match together with your character, investing objectives and private values.

How Does It Work?

First, take the free monetary evaluation. The evaluation consists of 21 questions and asks about matters equivalent to:

  • Your investing danger tolerance
  • Your monetary priorities
  • How vital your private values are in your funds
  • Your investing consolation stage and expertise
  • Your present investable property

The web site then exhibits you your monetary character outcomes. Positivly bases this on 4 elements: objective, safety, contact and viewpoints. And these elements measure how vital your values are to you when investing, your danger tolerance, your need for significant relationships because it pertains to investing and extra.

While you full the evaluation, you obtain an e mail together with your monetary character. You too can decide to be related with a monetary advisor who matches your character.

Who Is It For?

Positivly has two goal audiences: buyers and advisors. It could possibly be best for you if you wish to begin investing and are not certain the place to get began. Or it suits if you’re already investing however aren’t certain you are following a technique that actually fits you.

Positivly additionally companions with monetary advisors. As an investor, it’s possible you’ll be interested by Positivly should you desire to rent an advisor to handle your investments. As soon as you’re taking the corporate’s free evaluation, it matches you with an advisor who suits your character.

Charges

Positivly is free for buyers to make use of. Take the free quiz and it will match you with monetary advisors who suit your character and funding objectives. The corporate makes cash from the monetary advisors who pay to make use of its platform.

How’s the Buyer Service?

The best approach to contact Positivly is thru the dwell chat field on its web site. A crew member is obtainable to speak through the firm’s common enterprise hours of Monday to Friday, 10 A.M. to 7 P.M. Japanese Time. The web site additionally offers hyperlinks to its social media pages the place clients can ship the corporate a message.

Is It Protected?

Positivly is solely secure to make use of. The investor evaluation is free to take. And it requires solely your title and e mail deal with. You do not have to share any monetary info with Positivly or join any of your financial institution accounts. This implies there is not any danger of your private info being compromised.

Professionals & Cons

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  • Positivly’s investor evaluation is solely free. And it helps you study your investing fashion. This consists of how vital issues like safety and objective are to you.
  • Positivly matches you with monetary advisors who’re match primarily based in your evaluation outcomes. So you do not have to start out from scratch to seek out the fitting advisor.
  • Positivly’s method pairs the monetary facets of investing with the emotional and psychological parts. And this helps you discover an advisor and investments which might be a greater match.

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  • Positivly does not truly present investing companies. As an alternative, it merely matches you with monetary advisors primarily based in your free evaluation outcomes.

Finest Options

Positivly takes a singular method to investing by matching you with an advisor primarily based on a private evaluation that analyzes your monetary character. This method helps you discover advisors who’re match from an emotional perspective in addition to a monetary one.

And whereas there aren’t many others doing fairly what Positivly does, a number of firms use insights about your monetary objectives and investing fashion to offer an funding technique. Just a few opponents to think about embody:

  • Private Capital: Identical to Positivly, Private Capital matches you with an actual monetary advisor. However Private Capital has its personal in-house advisors as part of its wealth administration service.
  • Betterment: Whereas Betterment does not have precise monetary advisors, it matches you with investments primarily based on a private evaluation. Betterment is a robo advisor that builds your funding portfolio primarily based in your monetary objectives, danger tolerance and different elements.
  • Ellevest: Certainly one of Positivly’s promoting factors is that it matches buyers to advisors who will assist them make investments with objective. Ellevest additionally helps clients to take a position with objective. It builds a portfolio for you primarily based in your objectives and values.

The Backside Line: Is It Value It?

If you happen to’re questioning whether or not it is price giving Positivly a attempt, the reply is: in all probability. The excellent news with Positivly is that it is free for buyers. At a minimal, you’ll be able to:

  1. Take the free evaluation.
  2. Study extra about your monetary character.
  3. Get some course on investments that could possibly be match to your portfolio.

Positivly additionally matches you with an advisor that matches your monetary character. There is not any dedication or requirement that you just enroll, so you do not lose something by taking the evaluation and studying concerning the advisors obtainable to you.

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