| Professional | Small Business | Enterprise | |
|---|---|---|---|
| Pricing |
$ 7,950 $ 795 Save 20% with annual billing |
$ 17,490 $ 1,749 Save 20% with annual billing |
$ 27,030 $ 2,703 Save 20% with annual billing |
| Package Details: | |||
| Description | |||
| Account Admin(s) Administrators log in on behalf of your company and control the account. |
|||
| Participants Included This is the number of participants included in your account each year. More may be purchased. |
|||
| Staff Admin(s) Administrative staff is given read-only access to the account as well as Gene AI access. |
|||
|
|
|
|
Platform Pricing
Compare Packages
Get a Configurable Platform + 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.
Explore The Package Options
Billed Annually
Billed Monthly
| Professional | Small Business | Enterprise | |
|---|---|---|---|
| Employee Experience (Powered by Business DNA) | |||
| Unique Style Each individual is assigned and grouped by one of the ten unique styles. |
|||
| Business DNA 5-scores The five most popular insights for Work Talents are Results vs. Relationships, Daring vs. Careful, Abstract vs Concrete, Systematic vs. Flexible, and Promoting vs. Operating. |
|||
| Career Insights These are insights essential for hiring, placement, and role fit. |
|||
| Style Match See the percentage of similarity or difference between any two people. |
|||
| 12 Workplace Insights You get 12 insights based on population percentage showing how individuals approach work. |
|||
| 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. |
|||
| Compare Two People You can see side-by-side staff or client comparisons with available insights. |
|||
| Team Reporting This is a comprehensive behavioral report customized for your firm available for 3+ participants. |
|||
| Customizable Individual Reports Customize the individual reports to match your brand with your logos, report names, and branding colors. |
|||
| Client Experience (Powered by Financial DNA) | |||
| Unique Style Each individual is assigned and grouped by one of the ten unique styles. |
|||
| Financial Behavior 5-Scores The five most popular Financial Behavior insights are Risk Behavior, Spending vs Saving, Advisor Relationships, Wealth-Building Motivation, and Financial Emotional Intelligence. |
|||
| Risk Behavior You get access to Risk Score, Risk Grouping, and Portfolio Structure. |
|||
| Compare Two People You can see client-to-client or advisor-to-client comparisons with available insights. |
|||
| Relationship Manager to Client Matching These insights are essential for matching a relationship manager on your team to clients they will connect with most naturally. |
|||
| 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. |
|||
| 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. |
|||
| Connected Apps | |||
| Gene AI Gene is an AI-powered language model developed to allow you to emotionally connect with others with powerful scripts, emails, and presentations. |
|||
| Zapier Integration Connect DNA Behavior insights to 5,000 different apps with Zapier. |
|||
| System Features | |||
| Interactive Account Dashboard | |||
| Full-screen Presenter Mode | |||
| Email Alerts | |||
| Automated Reminder Emails | |||
| Client and Staff Insights | |||
| Configurable Self Registration Links | |||
| Tags | Unlimited |
Unlimited |
Unlimited |
| Basic Filtering You can filter clients and staff by Tag, Completion Status, and Unique Style. |
|||
| Advanced Filtering You can 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) | |||
| Customize Report Names Customize the PDF report covers on the Comparison Report, Team Report, Work Talent Report, and Financial Behavior Report. |
|||
| Included Services & Community Access | |||
| Personally Assigned Onboarding Coordinator | |||
| DNA Self-Paced Online Training Resources | |||
| Accredited Training Included If Completed Within 90 days | |||
| Monthly User Group (DNA Community Calls) | |||
| DNA Community WhatsApp Channel | |||
| Annual Leadership Team Meeting Travel and out-of-pocket costs are additional. |
|||
| Annual Online In Person Deep Dive Session for 10 people | |||
| Behaviorally SMART™ Master Classes Attend 3 half-day webinars per year with topics ranging from Behavioral Variability, Performance Optimization, Quantum Leap, AI, and Behavioral Technology Integrations. |
|||
| Behaviorally SMART™ Identity Conversation | |||
| Behaviorally SMART™ 3-Day Conference | 1 Ticket at a Reduced Rate of $1,500 |
3 Tickets at a Reduced Rate of $1,500 |
5 Tickets at a Reduced Rate of $1,500 |
| Conference Swag | |||
| 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 |
* The training and consulting services that are now included with all subscriptions are discounted compared to what they were when purchased à la carte.
All Purchases Backed by Our
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.
-
Can I upgrade my subscription at any time?
Yes, you can upgrade anytime inside your own account. Learn more.
-
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.
-
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.
-
Can my business have multiple accounts to separate access?
Yes. With any package, we can separate accounts by role or by division within your company. Reach out to a DNA expert so that we can design the right account for you.
-
How many participants does a subscription include?
Each named user license you add to your account increases your participant capacity by an additional 100 participants per year. 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.
-
Are there volume-based enterprise discounts?
Yes, DNA Behavior has many enterprise and organizational relationships. Reach out to a DNA expert for more information.
More Questions?
Do not hesitate to get in touch. Schedule a call with our product experts.
Featured In
