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
This vendor doesn't list public pricing information.
Contact for PricingCategories
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Industry Focus
Financial Services
Key Features
behavioral insights
client engagement tools
financial personality assessments