Benefits

Financial DNA is a Behavioral Finance Solution Built by a Financial Advisor for Financial Advisors

While Behavioral Finance has gained significant traction since Financial DNA was founded in 2001, the benefits of the platform today, largely remain consistent with the objectives Hugh Massie set out to solve for his business nearly 20 years ago. Financial DNA is primarily used to quickly understand clients at a deep level, increase value for investor through behavioral coaching, increased client retention, and decreased client turnover. Explore the benefits of the robust Financial DNA Platform and API.

Start a Financial DNA Trial

The best way to experience DNA is to try it yourself. The average advisor saves 2-hours per client, per year using Financial DNA. How much time will you save?