| 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: | |||
| Description 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.
See the DNA Behavior Platform
Get a Configurable Platform with Training & Consulting Services
Join a community of leaders who are propelling their teams toward remarkable growth. Select from three distinct starting options tailored to fit the size of your team with the training and services you need to achieve your goals.
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 3M+ Full Scan participants) predictive profiler. 70%+ 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
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.
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. See how to change your subscription.
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Is a credit card required for a 14-day trial?
There is no obligation, and no credit card is required in the 14-day trial.
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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. Submit a ticket to our support team.
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Can my business have multiple accounts to separate access?
Yes. With the Enterprise package, we can separate accounts by role or division within your company. Reach out to a DNA expert so that we can create the perfect setup for your business.
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How many participants does a subscription include?
You have the flexibility to acquire more named user licenses anytime you need to expand your participant limit, even if you don't immediately assign these licenses to specific users in your business. Subject to reasonable use.
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Are there volume-based enterprise discounts?
Yes, DNA Behavior has many enterprise and organizational relationships. Reach out to a DNA expert for more information.
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What is reasonable usage?
The DNAB package tier and the DNAB system processing determine reasonable usage thresholds.
For example, reasonable usage for a financial advisor with the Professional tier would be 100 families/clients a year (approximately 200-400 scans). Unreasonable use would be this same financial advisor trying to process 50,000 clients at this same tier. At that level of volume, an Enterprise package would be required.
More Questions?
Do not hesitate to get in touch. Schedule a call with our product experts.
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