Behavioural suitability, on the record

Is it a suitable investment?Can you prove it is?

Revela shows how a client really handles risk, checks it against the portfolio they hold, and files the result as a sealed record.

Book a demo Try it as a client
No client account or appThe adviser signs every decision

For advisers

Evidence behind every suitability call.

See where a client’s portfolio asks more of them than they can take, and open each review with something specific to discuss.

For compliance

Records you can reproduce on request.

Every review is dated, sealed and traceable to the inputs that produced it.

For networks and platforms

One method across every firm you run.

Each firm keeps its own branding and licenses the instruments it runs, from one shared engine.

How it works

Three steps, from client link to sealed record.

  1. 01

    Send the client a link

    They work through short decisions under pressure. What they do counts, not what they say. No account, no password, nothing to install.

  2. 02

    Compare it with their portfolio

    Revela puts the client and their holdings on the same scale. It flags only the gaps outside their tolerance, not every difference.

  3. 03

    Sign off a sealed record

    You record the decision. Revela seals it with the profile and holdings behind it, so it can be reproduced on request.

The figures are a worked example, computed by the same engine an adviser’s review runs. Behavioural results are labelled indicative while the validation programme completes.

Try it yourself

Sit the assessment exactly as a client would.

Nothing is scored or saved.

Try the instruments
  • Video profiling
    Scenario response
  • Double or Nothing
    Risk and reward trade-off
  • Salary Stream
    Income certainty preference
  • Monday Rush
    Decision making under pressure
  • Escape Route
    Choice and constraint

Why firms trust it

Evidence, not a black box.

Security and compliance details

You stay in charge

Revela produces evidence, not advice. Advisers review every result, can override it, and sign the decision.

Every result is traceable

Raw inputs, the engine version and a seal are stored with each sitting. The audit trail is append-only.

Private by design

No client account and no camera or microphone. Each firm’s data is isolated in the database.

Validated in the open

A live study tests the read against the Grable-Lytton scale. Results stay labelled indicative until it completes.

Revela does not currently hold an external security certification. A signed data processing agreement is available on request.

See a full review, end to end.

A client book, a live sitting, a portfolio check and the sealed record, under your firm’s branding.

Book a demo