Do you have a Client Portal?
Securely integrate Financial DNA into your firm’s client portal. Add the Financial DNA Investor Experience and Dashboard to your website with this customizable and plug and play integration.
If you have 10+ financial advisors in your firm or leverage the DNA API, this solution is right for you. This integration is developed for wealth management firms, broker-dealers, custodians, and FinTechs which provide secure client portals for financial advisors to use with their investors.
How It Works:
An IFrame is added to your client portal which calls the Financial DNA Investor Experience, hosted on the DNA servers. A secure connection is created for each investor which receives their results immediately. Additional APIs are available for your firm to store PDF Reports, archive data for compliance, and to access over 500 behavioral finance insights.
A Flexible Integration:
The Financial DNA Client Portal Widget can flex in size to fit the screen space available on your site. Whether you have a small vertical space or want the questionnaire full-screen, the responsive questionnaire can adapt to your needs.