Getting Started with Financial DNA

A step-by-step approach to getting started with Financial DNA, once you have a subscription.

In our experience of onboarding top advisors across the world, we have curated these five steps to successfully onboarding with Financial DNA. After you have completed the five steps included in the START onboarding process, you then can learn how to facilitate effective meetings with clients using the SMART meeting method.

Feature Overview:

Explore the features available in the Financial DNA packages. All packages include access to the Financial DNA investor experience, basic Financial DNA reports, and 1:1 onboard coaching. Upgrade opportunities are available for advanced reporting, the API, and Business DNA. Contact us for more information.

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Financial DNA Experience on Many Devices
1

Customizable Investor Dashboard
Co-brand with your logo and configure the insights

2

The Financial Behavior Comparison Report
Compare: Advisor to Client or Client to Client

3

The Financial Behavior Report
A 1-page summary report of a client’s Financial DNA

4

The Business DNA Work Talents Report

Identify practice management insights (Inquire to upgrade)

5-Step START Process

Five Steps to Successful Onboarding with Financial DNA