Start Your Free Trial to Financial DNA

A Behavioral Finance Solution Built by a Financial Advisor for Financial Advisors

Spend 10-minutes completing a Financial DNA Discovery, just like an investor would.

You’ll receive a report and all of your insights immediately to experience the full power of Financial DNA. See if we can pinpoint your Market Mood, accurately predict your risk behaviors, and identify how (and when) an advisor would communicate with you.

Today, you’ll experience all Financial DNA Natural Behavior has to offer. Once you upgrade to a full Financial DNA subscription, you can make the following customizations:

  • Co-brand the screens (and reports) for your business
  • Add the discovery to your website, and get alerts as you receive leads
  • Access online training and support, on-demand 24 x 7
  • Configure which screens and results to share with investors
Financial Behavior Report in iPad, tilted right

Spend 10-minutes completing Financial DNA and immediately view your results dashboard and report.

Behavioral Finance Technology