Improve Your Chess Game Against Money’s Nature
Our novel PentaClaros process is designed to (1.) teach, and then (2.) move the household in the right financial direction, in small digestible steps. Think of playing a game of financial chess against nature. Your complicated financial life is the board. What is your best next move?
GATHER
Individuals complete a detailed and user-friendly questionnaire that documents
all the positions "on the board", relevant for financial, risk and insurance planning.
Questions and services are product-agnostic.
We Gather.
CIPHER
The PentaClaros engine converts the answers to the questionnaire into a unique
Household Financial Vector (HFiVe), that contains all relevant information in a fully
encrypted manner.
We Cipher.
MOVE
The PentaClaros engine transforms the vector into "your best next move," that is
a direction to take, or angle in which to move the vector in space. The algorithm's
objective is to maximise a standard of living, for life.
Your Move.
THE PENTACLAROS DIFFERENCE
As it stands today, the process of getting an accurate description of a household's financial balance sheet, their true income position or total risk exposures — via ad hoc questionnaires — is time consuming, cumbersome, highly firm-specific and very often simply fails to capture important information about economic factors that are relevant to proper guidance.
We believe that questions you're asked about your financial, economic and risk situation should not depend on what the person reading the answers is selling you. It should not be a chore. Period.
Our web-based questionnaire is educational, can be completed in stages and with various degrees of complexity. The user experience is such that individuals will see clearly how their answers are relevant to the financial planning process — with insights that are quantified. Learn your true financial DNA.
Security and confidentiality are priority number one, but a close-second is to feel like you are not wasting your time. Understand your position on the complicated game-board of economic life, then learn to play better financial & insurance chess. Gather, Cipher, Move.
If you would like a confidential glimpse at what we are building, please email us
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