Leader in behavioral finance rolls out simpler, more accessible tools to advisor community
Improvements and lower price point enable financial advisors to better understand and help their clients meet client investment goals, while also improving client comfort and information absorption.
Atlanta-based DNA Behavior International has introduced a simplified Starter Package for its behavioral finance-based platform, Financial DNA. It is an online tool that helps financial advisors and their clients maximize communication, while identifying their risk profile, behavioral biases, spending patterns and goals-based planning preferences.
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