We help banks and fintechs to empower individuals to make sound financial decisions and thrive in the long-term

Yainvest is a Swiss-based digital subsidiary established by BhFS gmbh. Created in 2007, BhFS Behavioural Finance Solutions is a spin-off company of the universities of St. Gallen and Zurich.

The methods are proven standard at Swiss WM and are a result of 10+ years of research, development, and delivery to 15+ financial institutions.

Yainvest is a hub of innovation where Behavioral Finance meets the digital world. We're committed to developing user-friendly, insightful, and accessible digital tools that empower individuals of all backgrounds to enhance their financial well-being. Our goal is to help you navigate the complexities of financial decision-making with confidence.

Our technology modules

Our services are a good fit for wealth managers and retail banks with their own investment strategies.

We also provide Behavioural Finance consulting services for savings & investments product design, education workshops, and Data and Advanced Analytics services to operationalize Behavioural Insights.

Please check the latest Arthur D. Little report to get additional insights in applied behavioural finance.

Our plug and play SaaS modules:

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Behavioural Finance Individual Profiling

Measure Investor Risk Ability, Risk Tolerance and get actionable recommendations and description of investor behavior. Our profiling includes ESG preferences. It is compliant with FIDLED, FCA (Consumer Duty), MiFID II suitability rules.

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Strategic Asset Allocation matchmaking

Match your investment strategies with any asset classes to the individual investor profile to define the optimal personalized portfolio. It helps to achieve up to 3% investment performance improvement per year.