| Essentials | Standard | Consultant | |
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| Annual Pricing |
$ 820 per advisor |
$ 1,600 per advisor |
$ 4,080 per advisor |
| Package Details: | |||
| Description | |||
| Support, Security & Bug Fixes Access to the DNAB Care team and ongoing maintenance are included. |
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| New Features These packages are not eligible for new feature access, such as Digital Scan. To access cutting-edge DNAB features, you will have to upgrade to the full platform. |
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Financial DNA Pricing
Scalable Financial Behavior Pricing for Financial Advisors, Family Offices, and Insurance Agents
Configurable Platform for Your Practice
Implement behavioral science into your organization and unlock insights, customization features, and role-based access.
There are two ways to Get Started for Free. But if you already know what you need, you can just sign up for a subscription below.
Explore "Financial DNA" Package Options
| Essentials | Standard | Consultant | |
|---|---|---|---|
| Basic Financial Insights | |||
| Unique Style Each individual is assigned and grouped by one of the ten unique styles. |
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| Financial 5-scores The five most popular insights for advisors are risk behavior, spending vs saving, advisor relationships, wealth-building motivation, and financial emotional intelligence. |
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| Risk Behavior Risk Score, Risk Grouping, and Portfolio Structure |
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| Compare Two People Client-to-Client or Advisor-to-Client Comparisons with available insights |
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| Advisor to Client Matching Identify the perfectly matched advisor on your team to service a client. |
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| Premium Financial Insights | |||
| Market Mood | |||
| 2 Strongest Factors | |||
| 8 Factor T-scores | |||
| 24 Sub-factors T-scores | |||
| Preferred Contact Methods | |||
| Communication Keys | |||
| Strengths | |||
| Struggles | |||
| 16 Behavioral Biases | |||
| Family & Business Reporting This is a comprehensive behavioral report highlighting a group of family members in your business available for 3+ participants. |
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| Factor and Subfactor Report This is an in-depth 6-page PDF report highlighting the 32 Natural Behavior Factor and Subfactor scores which is available for download via the web app. |
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| Practice Management Insights | |||
| Work Talent Insights - Basic All of the Basic Business Insights to assist your clients with their career or manage your practice |
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| Work Talent Insights - Premium The full library of Premium Business Insights to facilitate your client's career transitions or manage your practice |
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| System Features | |||
| Interactive Account Dashboard | |||
| Full-screen Presenter Mode | |||
| Email Alerts | |||
| Automated Reminder Emails | |||
| Client and Staff Insights | |||
| Configurable Self Registration | |||
| Tags | Unlimited |
Unlimited |
Unlimited |
| Basic Filtering Filter Clients and Staff by Tag, Completion Status, and Unique Style. |
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| Advanced Filtering Filter clients and staff by Factor and Sub-factor T-score. |
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| White Label System With Your Logo | |||
| Customize Account Color Scheme | |||
| Dark Mode | |||
| Add Divisions (Omni-channel Access) | |||
| Customize Report Names Customize the PDF report covers on the Comparison Report, Team Report, Work Talent Report, and Financial Behavior Report. |
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| Security, Legal and Compliance | |||
| Customize Legal Disclosure You can add a custom legal disclosure on the participant experience. |
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| Number of Devices Per User For security purposes, we will limit the number of devices that can access your account. |
5 |
5 |
5 |
| Compliance Reviews Have the DNA team collaborate with your team for compliance and security reviews. |
If account subscription exceeds $1,000 per month. |
If account subscription exceeds $1,000 per month. |
If account subscription exceeds $1,000 per month. |
All Purchases Backed by Our Client Engagement 90 Day Refund Guarantee
Frequently Asked Questions
You have questions. We have answers. Explore the most popular subscription FAQs here, or explore our full Knowledge Base if you have something more specific on your mind.
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Can I upgrade my subscription at any time?
Yes, you can upgrade anytime inside your own account. Learn more.
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Is a credit card required for a 14-day trial?
There is no obligation and no credit card required in the 14-day trial. You can cancel at any time.
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Is payment via ACH or invoice available?
Yes. We can generate an invoice or arrange for you to pay via ACH or wire transfer. You can submit a request here.
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Can I seperate my clients from my colleagues?
Yes, at the Consultant level.
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How many clients does a subscription include?
Pricing is per advisor, not per client. Typically, advisors add up to 100 clients per year and have several hundred clients in their account.
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Are there volume-based enterprise discounts?
Yes, contact us to discuss.
More Questions?
Do not hesitate to get in touch. Schedule a call with our product experts.
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