RETHINK AND RESHAPE HOW YOU DELIVER WEALTH MANAGEMENT.

Measure the risk and financial behavior of advisors and clients. Customize experiences. Deliver more value in less time, with higher engagement.

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.

Communication + Natural Behavior + Learned Behavior

Integrations

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

Explore All Integrations

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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Test Drive Financial DNA

Complete the first step of your behavioral finance discovery roadmap for free. Spend 10-minutes to trial Financial DNA.

Financial DNA Integration with Charles Schwab Advisor Center

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.

RETHINK AND RESHAPE HOW YOU DELIVER WEALTH MANAGEMENT.

Measure the risk and financial behavior of advisors and clients. Customize experiences. Deliver more value in less time, with higher engagement.

Behavioral Finance Tech to Understand People Before Numbers

Communication + Natural Behavior + Learned Behavior

Advisor Client Matching

Advisor Client Communication

Spending Patterns

Risk Behavior

Behavioral Biases

Market Mood

Goals Discovery

Quality Life

Integrations

Test Drive Financial DNA

BEHAVIORALLY SMART MEETINGS

3 REASONS TO IMPLEMENT FINANCIAL DNA

Powerful

Reliable

Customizable

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.

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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

Know your clients

Engage your clients

Grow your clients

EXPLORE THE BEHAVIORAL FINANCE DATA THAT HAS ENHANCED

relationships An estimate based on the number of people that have used DNA Behavior tools to enhance the relationships with their workplace team or clients. WORLDWIDE, ACCELERATING HUMAN PERFORMANCE WITH EVERY CONNECTION.

Let’s connect

Let’s Explore

Let’s meet

RETHINK AND RESHAPE HOW YOU DELIVER WEALTH MANAGEMENT.

Measure the risk and financial behavior of advisors and clients. Customize experiences. Deliver more value in less time, with higher engagement.

Behavioral Finance Tech to Understand People Before Numbers

Communication + Natural Behavior + Learned Behavior

Integrations

BEHAVIORALLY SMART MEETINGS

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.

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

Know your clients

Engage your clients

Grow your clients

EXPLORE THE BEHAVIORAL FINANCE DATA THAT HAS ENHANCED

relationships An estimate based on the number of people that have used DNA Behavior tools to enhance the relationships with their workplace team or clients. WORLDWIDE, ACCELERATING HUMAN PERFORMANCE WITH EVERY CONNECTION.

Let’s connect

Let’s Explore

Let’s meet

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Know your clients

Engage your clients

Grow your clients