This project will develop an open-source tool that combines the financial and non-financial preferences of investors. The tool should ensure that client decisions are not distorted by false incentives, such as an existing product range. It should therefore aim to ensure that the independence of advice is maintained as far as possible from a scientific point of view. The tool should be able to be integrated as widely as possible by commercial providers of financial products and non-commercial providers of comparative data, and should meet the regulatory requirements of Switzerland (including self-regulation of the financial sector) and the EU.