Behavioral finance insights for real results in real-time
Behavioral Finance Tech Creating Connection Beyond the Screen
Since 2001 advisors and firms have leveraged DNA insights to accelerate customized experiences.
Integrations
We are committed to helping you integrate behavior into your firm’s favorite technology tools. Explore all our integrations:
Our Latest Integration: Charles Schwab Advisor Center
Seamlessly access the Charles Schwab Advisor Center from any of the Financial DNA packages.
Test Drive Financial DNA
Complete the first step of your behavioral finance discovery roadmap for free. Spend 10-minutes to trial Financial DNA.
3 REASONS TO IMPLEMENT FINANCIAL DNA
IF YOU CAN‘T MEASURE IT, YOU CAN’T MANAGE IT.
Intensified behaviors caused by unmanaged human differences, money attitudes, pressure, and emotions derail performance. Intuition doesn’t measure behavior, particularly in a virtual world, our behavioral tech solutions do.
Our FinTech Platform Enables Customized Experiences for Advisors and Clients.
We deploy the world’s only all-in-one cloud based FinTech platform to allow financial service businesses to make financial behavior insights practical and scalable, allowing them to know, engage and grow every advisor, employee and client. Read what our clients say about us.
“DNA Behavior’s tools helped us close a $350k engagement by using the Financial DNA suggested guidance with a prospect.”
– David Hughes, Managing Partner Peachtree Financial Group
“Financial DNA truly identifies the behavioral issues that get in the way of functional family relationships and in a very practical way builds a bridge to protect the wealth and harmony of the family.”
– Thane Stenner, Director, StennerZohny Investment Partners+
“Since integrating Financial DNA, our client meetings have become more productive as we fine tune each meeting to the client’s communication preferences.”
– Frank Danielson, Senior Financial Planner, Danielson Group Wealth Management Assante, Vancouver, Canada
“Financial DNA provides a powerful framework to help advisors build a deep relationship with their clients.”
– Deena Katz, Associate Professor at Texas Tech University
Have a Question?
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Ready to start?
Identifying your Financial DNA is the first step to getting started.
We’ve made using Financial DNA behavioral finance insights a reality in 123 countries by solving significant relationship, compliance and financial decision-making challenges.
Know your clients
Engage your clients
Grow your clients
EXPLORE THE BEHAVIORAL DATA THAT HAS ENHANCED
