| Professional | Small Business | Enterprise | |
|---|---|---|---|
| All-Inclusive Pricing |
$ 7,950 $ 795 Save 20% annually |
$ 17,490 $ 1,749 Save 20% annually |
$ 27,030 $ 2,703 Save 20% annually |
| Package Details: | |||
| Ideal Fit For: Detailed package benefits can be seen in the table below. |
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| Leader Admin (Advisor, Professional User, Coach, Consultant) Administrators log in on behalf of your company and control the account. |
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| Team Users Invite team members to understand their fellow colleagues and clients, generate behavioral reports, and automate workflows using Gene AI. |
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| Participants Included This is the number of participants included in your account annually. |
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Platform Pricing
Compare Packages for all Business Sizes and Needs
Configurable Platform with Training & Consulting Services Included for Enterprises
Join a community of leaders who are propelling their organizations toward remarkable growth. Select from three distinct subscription options tailored to fit the structure and size of your organization with the profiles, training, and services you need to achieve your goals.
*The value of the subscription comes from continuous use of the profiles and various tech tools year in and year out, not just a one-and-done assessment.
Would you rather have us design a solution for you?
Book a Call With Us to explore the options and design a system that will drive your future employee and client experiences.
Billed Annually
Billed Monthly
| Professional | Small Business | Enterprise | |
|---|---|---|---|
| Discovery Processes | |||
| Full Scan Traditional 46 question assessment, 97.1% accuracy |
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| Digital Scan (AI) Easily scalable proprietary (based on 3.5M+ Full Scan participants) predictive profiler. 80-85%+ accurate and always improving. |
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| Client Experience (CX) | |||
| Financial Behavior Insights, Powered by Financial DNA Uncovers clients’ natural money attitudes, decision-making style and risk behavior. Harness insights across budgeting, saving, goals and bias-detection to personalise every touchpoint, connect more deeply and deliver smarter advice or messaging. |
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| Risk Behavior You get access to Risk Score, Risk Grouping, and Portfolio Structure. |
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| Communication Keys 5 insights on preferred communication styles. |
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| Preferred Contact Methods Customized guidance on the types of communication outreach you prefer |
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| Market Mood Real-time insight on how clients feel about financial markets based on their Unique Style |
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| Employee Experience (EX) | |||
| Work Talent Insights Powered by Business DNA Uncover how employees think, decide and act, enabling smarter hiring, stronger teams, better decision-making and more adaptive culture. |
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| Leadership and Team Member Behavior Reports Highlights your leadership strengths, areas to flex, and how to align your style with your team’s needs. Reports providing a deeper dive into how your team approaches work, relationships and decisions |
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| System Features | |||
| Interactive Account Dashboard Customizable dashboard to help you interpret, administer and monitor user activity. |
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| Customizable Reports and Platform Customize the individual reports to match your brand with your logos, report names, and branding colors. Customize the PDF report covers on the Comparison Report, Team Report, Work Talent Report, and Financial Behavior Report. |
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| Comparing Two People You can see client-to-client or advisor-to-client comparisons with available insights. |
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| Style Matching See the percentage of similarity or difference between any two people. |
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| Team or Group Reporting This is a comprehensive behavioral report customized for your firm available for 3+ participants. |
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| Coaching Report Personalized coaching report based on DNA Unique Style and 2 strongest traits. |
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| Email Alerts Configurable email alert functionality to personalize and manage user activity. |
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| Gene AI Gene is an AI-powered language model developed to allow you to emotionally connect with others with powerful scripts, emails, and presentations. |
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| Zapier Integration Connect DNA Behavior insights to 5,000 different apps with Zapier. |
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| Multi-Account Access Create an organizational hierarchy of accounts in the DNA Web App. Maintain separate accounts for each division or team and manage them centrally. |
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| Training and Facilitation | |||
| Personally Assigned Onboarding Coordinator A trained DNA expert will guide you through the steps to activate your DNA Web App account and access our resources. |
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| Accredited Training Included If Completed Within 90 days Two online training courses led by a certified DNA Trainer. |
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| Annual Leadership Team Meeting Take a deep dive into your leadership team's (up to 10) Unique Styles and learn how to work better together to boost your company's performance. Travel and out-of-pocket costs are additional. |
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See the Full List of Features for Each Package
View Business DNA Pricing for Small Organizations, Coaches, and Consultants
View Financial DNA Pricing for Financial Advisors, Family Offices, and Insurance Agents
All Purchases Are Backed by Our Client Engagement 90 Day Refund Guarantee
*Training and consulting services included with all subscriptions are discounted compared to when purchased à la carte.
Got Questions?
Take a look at our Frequently Asked Questions or schedule a call with a product expert.
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