Use the power of Behavioral Finance AI to your advantage

Yainvest Advanced Solutions provide deeper insights and optimize yours or your clients' portfolios for superior performance.
Use the power of Advanced Behavioral AI to your advantage

Our solution is tailored to

Provide better service in Wealth Advisory

Convince non-discretionary private clients who prone to biases to migrate to discretionary
Have meaningful data-driven conversations with clients, avoid typical pitfalls
After the biases occur, it's difficult to make people admit the biases

Improve the Portfolio Management Process

Enrichment of portfolio reporting by quantitative assessment of the biases with tangible outcomes
External independent evaluation to improve the investment process
Have meaningful data-driven conversations on the investment committee, avoid “HIPO”

Higher returns and investment outcomes

Get to know your investment blind spots and how much it costs you
Evaluate the quality of decisions of your financial advisor or portfolio manager

Understand and learn from the Past with Investor Behavior Impact (IBI)™ analysis

Below is a sample of our comprehensive Investor Behavior Impact (IBI)™ report. See how we transform your transaction history into meaningful insights to help you make better decisions in the future.
“We can not predict the market, but we can predict the human behavior with advanced AI and mathematical models”
Dr. Enrico De Giorgi
Co-founder and Board Member, Yainvest.
Professor of Mathematics and the Deputy Head of the Economics Department at University of St. Gallen.

How it works

1. Connect the data

Connect your data through platform or upload your portfolio with at least 6 months of transaction history.

2. Data analysis

Our patented mathematical models analyze your data, considering market dynamics.

3. Receive the Report

Receive detailed PDF report with charts, analytics and AI-generated insights.

4. Get the guidance

Guidance meeting with a Behavioral Finance expert to help you make the most of your IBI™ report.

Be prepared for the Future with AI

The IBI Predictive Engine will provide you with tailored behavioral alerts, that align with your current portfolio, actual market movements, investment style, and personal behavioral patterns.  

How your data will be protected

Once you upload your file or connect data, our system extracts only portfolio and position information, saving it in an anonymized and standardized format.
This data is securely stored in a normalized and anonimized way in a protected vault on Microsoft Azure Cloud in Switzerland.
The original file you upload is deleted immediately after processing, and we do not store any client identifiers, names, or other personal information.

Trusted by

What experts say

The value an advisor provides to clients is emotional – feelings of confidence in their portfolios, satisfaction with their choices, and excitement for the future.  
Vanguard Advisor Aplha
Integrating behavioral client risk profiles adds a crucial layer of insight, empowering private banks and multi-family offices to deliver more personalized, accurate advice, and ultimately, drive better and risk-return balanced investment outcomes for their clients
Santiago Schuppisser
CPO,
“I can hold deeper conversations with my clients and strengthen trust…”
Maria Dragalova
Portfolio Manager & Client Advisor

Frequently Asked Questions

What are the major outcomes?

Behavioural biases can easily influence us without even realising it, whether it's playing a simple coin toss game or when managing large portfolios.
The urgency to adopt Behavioural Finance digital tools in wealth-tech is now greater than ever. This is due to the large wealth shift to younger generations who are more susceptible to biases and tend to make faster and less considered decisions.
Whilst we, as investors, can’t predict the market, we can improve our results by using the power of Behavioural Finance in our investment decisions.
Yainvest have translated two decades of academic research into a practical tool that investment professionals can start using today in their work.

What research or white papers support the validity of the IBI Report?

The original request to develop this methodology came over five years ago from a brokerage firm in Germany. In 2023, Yainvest’s co-founder, Prof. Dr. Thorsten Hens, conducted similar experiments with SwissQuote, a leading Swiss brokerage company. Additionally, our co-founder, Prof. Dr. Enrico De Giorgi, has researched quantitative finance topics for the past five years, with numerous relevant publications available here. The methodology is further detailed in the Disclaimer section of the IBI Report.

How do you make science financial industry relevant and practical?

Professors Enrico De Giorgi and Thorsten Hens have significantly influenced financial and wealth management practices in Switzerland since 2007 through their work at Behavioural Solutions GmbH, consulting for clients like UBS, Credit Suisse, Swiss Re and dozen others. Yainvest ensures that our solutions meet relevant industry standards and regulations, including FinSA in Switzerland, MiFID in the EU, and CFA standards. We also co-design solutions with industry practitioners, applying lean product development practices.

How does the IBI Report software integrate with other custody aggregation, reporting and portfolio management platforms? 

Our software solutions use a microservices architecture for easy integration into existing wealth technology ecosystems. We support two integration patterns:
APIs: The platform’s front end calls Yainvest software for calculations.
iFrame Widget: Integrates the Yainvest UI with the platform’s UI.