Knowledge Base
Welcome to MVEST from Christina & Perfecto
Before we tell you about MVEST, we’d like to introduce you to Equity Quotient’s founders… Now let us help get you started using MVEST… Get Started You can get started by exploring the views profiling Financial Health, both at a…
Military to Civilian Transition
The Military to Civilian Transition view provides a comprehensive lens on the economic, educational, and residential stability of transitioning veterans. This view is designed to help users understand the foundational elements that influence long-term financial wellbeing, job readiness, and community…
Auto Costs & Preferences
The Auto Costs & Preferences view offers insight into household transportation choices, financial commitments, and the long-term affordability of owning a vehicle. This view brings together key indicators that shed light on how different population segments manage auto-related expenses and…
Housing & Wealth Impact
The Housing & Wealth Impact view helps users evaluate how housing status—renting or owning—affects cash flow, affordability, and long-term wealth-building opportunities across different population segments. This view brings together a curated set of indicators that surface financial dynamics associated with…
Meet Rosa. Your AI Assistant.
We’re excited to introduce Rosa, your intelligent assistant now available 24/7 in the knowledge base! Whether you need help navigating the product or want to dig into meaningful data insights, Rosa is here to guide you every step of the…
Product Overview
Equity Quotient is a population intelligence platform that is dedicated to improving outcomes, optimizing organizational performance, and catalyzing new growth opportunities. We transform fragmented data into actionable insights to enable leaders to understand, measure, and improve economic and social outcomes…
Financial Stability
The Financial Stability view of the Benchmarking app provides a snapshot of how households are managing their day-to-day finances and meeting regular financial obligations. This view draws from a mix of Critical, Supportive, and Contextual Indicators to surface key insights…
Financial Resilience
The Financial Resilience view of the Benchmarking app focuses on a household’s ability to withstand and recover from financial shocks. This includes having liquid assets, access to credit, and insurance coverage that can buffer the impact of sudden income loss…
Financial Security
The Financial Security view of the Benchmarking app evaluates long-term financial preparedness and the ability to sustain one’s lifestyle into the future—especially during retirement or economic changes. This view focuses on wealth accumulation, investment behaviors, and retirement readiness. Indicators in…
Financial Health Scorecard
The Financial Health Scorecard view of the Benchmarking app provides a high-level summary of financial well-being across three core pillars: Financial Stability, Financial Resilience, and Financial Security. This view serves as an entry point to deeper insights, allowing stakeholders to…
Segments Overview
MVEST provides valuable insights into different audience segments to help you better understand veteran households and compare them to other segments. Below, you’ll find descriptions of each segment available in the app. Baseline Segment US Household PopulationThis segment represents the…
Financial Health Framework
Summary In today’s complex financial landscape, understanding the unique financial well-being of service members, veterans, and their families is crucial. USAA uses a financial health framework—a sophisticated model designed specifically to quantify the financial health of its distinctive clientele across…
User Management
This guide provides instructions on managing members within the USAA organization in the Equity Quotient platform. You can invite new members, assign roles, and view existing members in your organization. What You Can Do How to Invite New Members Viewing…