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Financial DNA

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Solution introduction

Behavioral finance: suitability compliance for complaint reduction

Discover financial personality insights to predict planning risks

What is the financial DNA fintech platform?
The world’s only all-in-one behavioral finance system to know, engage and grow every wealth mentor, advisor and client using all dimensions of a person’s financial personality.

We've made financial personality a reality in 123 countries by solving communication, goal-setting and investing challenges. 

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