Financial DNA Pricing

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One Configurable Platform. 3 Options.

Implement behavioral science into your practice with 3 scalable options depending on your need for insights, customization features, and role-based access.

Billed Monthly
Billed Annually
Individual Small Firm Office
Pricing
$ 75
 $ 820
 per advisor
$ 145
 $ 1,600
 per advisor
$ 370
 $ 4,080
 per advisor
Package Details:
Description
Key Insights for a Behavioral Overview
A Deep Dive Into Behavior Patterns
Organizational Features and Work Talents Insight Access
Administrative Access
Administrative staff is given read-only access to the account.
Admin Users $25 per/mo
Admin Users $30 per/mo
Admin Users $50 per/mo
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Individual Small Firm Office
Basic Financial Insights
Unique Style
Each individual is assigned and grouped by one of the ten unique styles.
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.
Risk Behavior
Risk Score, Risk Grouping, and Portfolio Structure
Compare Two People
Client-to-Client or Advisor-to-Client Comparisons with available insights
Advisor to Client Matching
Identify the perfectly matched advisor on your team to service a client.
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.
Practice Management Insights
Work Talent Insights - Basic
All of the Basic Business Insights to assist your clients with their career or manage your practice
Work Talent Insights - Premium
The full library of Premium Business Insights to facilitate your client's career transitions or manage your practice
System Features
Interactive Account Dashboard
Full-screen Presenter Mode
Email Alerts
Client and Staff Insights
Configurable Self Registration
Tags
Unlimited
Unlimited
Unlimited
Basic Filtering
Filter Clients and Staff by Tag, Completion Status, and Unique Style.
Advanced Filtering
Filter clients and staff by Factor and Sub-factor T-score.
White Label System With Your Logo
Customize Account Color Scheme
Dark Mode
Add Divisions (Omni-channel Access)
Additional Wealth Mentoring Tools
Included - Inquire
Security, Legal and Compliance
Customize Legal Disclosure
You can add a custom legal disclosure on the participant experience.
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

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Featured In

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