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Start a free trial. MATCH ADVISORY TEAMS, CLIENTS, GOALS AND SOLUTIONS TURN FINANCIAL PERSONALITY INTO PERFORMANCE. Know your client’s complete financial personality. Engage clients with interactions catered to their communication style. Grow client wealth, retention rate, and referrals. A SINGLE, CLOUD-BASED BEHAVIORAL FINANCE PLATFORM TO KNOW, ENGAGE AND GROW EVERY ADVISOR AND CLIENT. Independent research shows the Financial DNA Platform approach leads to:. 150 bps points of client value. In guiding ou...
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Market Mood - http://financialdna.com
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Start a free trial. In market events, some clients react with exuberance, while others react with fear. A real-time behavioral finance measurement of a client’s reaction. For the first time, advisors can predict the Market Mood of clients in real-time as the market changes. Market Mood puts customized communication keys at advisor’s fingertips to be more proactive in taking action and managing clients’ behaviors. 5901-A Peachtree Dunwoody Road. Atlanta, GA 30328. DNA Behavior International © 2016.