| Home | April 2018News | Leader in behavioral finance rolls out simpler, more accessible tools to advisor community |
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 Leader in behavioral finance rolls out simpler, more accessible tools to advisor community- Leader in behavioral finance rolls out simpler, more accessible tools to advisor community
- April 12, 2018
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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.
While many advisors and clients are familiar with risk-tolerance surveys, Financial DNA goes far beyond that one area, using validated methodology t...
- View more at: https://www.1888pressrelease.com/leader-in-behavioral-finance-rolls-out-simpler-more-accessi-pr-634378.html
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