Financial DNA Announces An Upgraded Client Experience

Financial DNA's upgraded client experience includes the new Goals-Based Discovery Process. This new platform uncovers the client's core financial goals to work with their Natural Behavior Discovery Profile and Risk Profile for a more well-rounded, complete financial picture for portfolio suitability and mitigating risk. The latest offering takes Goals-Based Planning to a new level. End Quote

The new Financial DNA Client Experience takes Goals-Based Planning to a new level, allowing advisors to plan for every aspect of their client's life

(1888PressRelease) April 13, 2017 - Financial DNA® (FDNA), the behavioral intelligent finance platform that turns personality insights into performance, today announced their upgraded client experience. Their quarterly roll-out includes the new Goals-Based Discovery Process.

Financial DNA's cloud-based behavioral assessment platforms allow Financial Professionals to provide a complete assessment of a client's or advisor's personality, talents, and strengths to best advise them through the financial decision-making process.

On Friday, April 7th, DNA Behavior upgraded their offerings to include a new goals-based planning platform. This new platform uncovers the client's core financial goals to work with their Natural Behavior Discovery Profile and Risk Profile for a more balanced, complete financial picture for portfolio suitability and mitigating risk.

Preview the new, exciting features below.
https://www.youtube.com/watch?v=MMnqy005Npo&feature=youtu.be&t=5m56s

"The new Financial DNA Client Experience takes Goals-Based Planning to a new level, allowing advisors to plan for every aspect of their client's life from health to wealth."
- Ryan Scott, Chief Technology Officer, DNA Behavior.

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