Everyone INVESTED, the company explained an approach that simplifies the conversation around risk, making it more accessible and engaging for clients, who generally agree that discussing financial goals demystifies the concept of risk. Incorporating digital profiling into the advisory process not only makes it more effective but also addresses concerns about cost efficiency. This initial digital engagement enriches the advisory experience, enabling clients to come to discussions better informed and with a clearer vision, thus allowing for a more focused and substantive dialogue. The methodologies employed by everyoneINVESTED and Ortec Finance are deeply rooted in behavioral finance, illustrating why they are perfectly compatible. Everyone INVESTED’s approach to profiling accurately maps clients’ risk preferences, while Ortec Finance uses this data to build and manage portfolios that are fully aligned with the client’s goals.