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.
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.
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Frequently Asked Questions
What are the major outcomes?
Behavioral 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 Behavioral 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 Behavioral 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 Behavioral 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.
