• Personal Free Trial

  • Free
  • Receive 1 personal Financial Behavior Report. No client or dashboard access.
  • Advisors wishing to start using Behavioral Finance and wanting to test drive an experience.

  • Financial Behavior Starter

  • $75
    per month / per advisor
  • Upgrade your Free Trial account to the Starter Package.To start, log in with your trial account.
  • Advisors wishing to identify the behavioral style and risk profile of clients and their significant other.

  • Financial Planning Intro

  • $145
    per month / per advisor
  • Upgrade your Free Trial account to the Intro Package. To start, log in with your trial account.
  • Advisory office wishing to identify the behavioral style, risk profile, behavioral biases, and talents of clients.

  • FDNA Behavioral Finance

  • $185
    per month / per advisor
  • Upgrade your Free Trial account to the Behavioral Finance Package. To start, log in with your trial account.
  • Established practices providing comprehensive financial and holistic life planning advice.

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