RETHINK AND RESHAPE HOW YOU DELIVER WEALTH MANAGEMENT.

You have systems to build portfolios, create plans, and market to clients. Why don’t you have a system for understanding your clients?

Measure the risk and financial behavior of advisors and clients. Connect with different styles. Customize experiences. Deliver more value in less time.

Behavioral Finance for Wealth Management

Behavioral Finance Tech to Understand People Before Numbers

Since 2001 advisors and firms have leveraged 500+ DNA insights to accelerate customized experiences.

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500 Behavioral Finance Insights
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Speaking to clients the right way, at the right time.

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Leverage risk and behavioral bias insights to have powerful conversations and nail a suitable portfolio.

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Do you have clients that are big spenders? Have a discussion about their desire to spend is impacting their goals.

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Robust measurement of what drivers motivate clients to build wealth and how to get there.

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Integrations

We are committed to helping you integrate behavioral finance into your firm’s favorite technology tools. Explore all our integrations:

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Our Latest Integration: Charles Schwab Advisor Center

Seamlessly access the Charles Schwab Advisor Center from any of the Financial DNA packages.

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Financial DNA Integration with Charles Schwab Advisor Center
Behavioral Finance Meeting Method

BEHAVIORALLY SMART MEETINGS

Power your meetings with Financial DNA by connecting Science, Methodology, and ART. A 5-Step Process to Power Your Meetings with Behavioral Finance.

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3 REASONS TO IMPLEMENT FINANCIAL DNA

  • Powerful

    A cutting edge and holistic set of financial behavior insights addressing risk, spending and goal drive behaviors, as well as 500+ insights covering virtually every human habit: the way a person communicates, invests, works, and lives.

  • Reliable

    A reliable method of delivering practical and actionable insights for every advisor, employee, and client. So reliable, participants never have to re-take a Financial DNA discovery.

  • Customizable

    Build your own app with our API or white-label existing DNA solutions for advisors and firms.