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Financial-DNA

Behavioral Finance
active

Atlanta, USA

Community Ratings

Active Users
Former Users
Overall Rating
4.2
(2 ratings)
Active: 2Former: 0
Features
4.3
(2 ratings)
Active: 2Former: 0
Reliability
4.1
(2 ratings)
Active: 2Former: 0
Performance
4.4
(2 ratings)
Active: 2Former: 0
Security
4.5
(2 ratings)
Active: 2Former: 0
Value for Money
3.9
(2 ratings)
Active: 2Former: 0
Customer Service
4.1
(2 ratings)
Active: 2Former: 0
Ease of Use
4.0
(2 ratings)
Active: 2Former: 0
Integrations
3.9
(2 ratings)
Active: 2Former: 0
Total Active Reviews: 2Total Former Reviews: 0

About Financial-DNA

Financial-DNA provides behavioral finance solutions to help financial advisors understand their clients' financial personalities and improve client engagement.

Pricing

0

This vendor doesn't list public pricing information.

Contact for Pricing

Categories

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Industry Focus

Financial Services

Key Features

behavioral insights
client engagement tools
financial personality assessments

Integrations

Wealthscape logo
Financial-DNA logo
Google Sheets logo

Key Competitors