Behavioural advice that actually holds.
Overview
Accrion Advisory is the CRM that will power the RIA — built for independent advisers who care about behaviour, not just allocations.
It tracks the gap between what clients say and what they do: stated vs revealed risk, temperament, panic thresholds. Every decision is logged with its emotional context, so reviews focus on the behaviour that actually decides outcomes.
Built with
What Accrion Advisory does
Behavioural scoring
Profile clients on stated vs revealed risk, temperament, and panic threshold — the signals that predict whether a plan gets abandoned.
Decision & flag logs
Record every decision with its emotional context and outcome, and raise behavioural flags that get tracked to resolution.
Structured review cycles
Schedule, complete, and add drift assessments to review calls — turning advice into a repeatable, auditable practice.
Client portal
Clients see their behavioural summary, goals, and decision history, and book review calls that respect adviser availability.