Behavioural Intelligence.
Unlocked.
Behavioural Intelligence.
Unlocked.
Insights that transform
What if you could understand your client so deeply that you could design an investment portfolio unlike anything they’ve ever encountered?
What if you could craft an experience perfectly tailored to their unique identity - one that resonates with who they are at their core?
Precision-Crafted.
Bespoke CX.
What if you could understand your clients so deeply that you could design a portfolio unlike anything they’ve ever encountered?
What if you understood your client so profoundly that you could anticipate their reaction when the market turns, allowing you to guide them away from costly mistakes before they happen?
What if you could craft a client experience perfectly tailored to their unique identity - one that resonates with who they are at their core?
Precision-Crafted. Bespoke CX.
What if you could understand your clients so deeply that you could design a portfolio unlike anything they’ve ever encountered?
What if you understood your client so profoundly that you could anticipate their reaction when the market turns, allowing you to guide them away from costly mistakes before they happen?
What if you could craft a client experience perfectly tailored to their unique identity - one that resonates with who they are at their core?
Understand the person to understand the investor
Understand the person to understand the investor
Investor DNA acknowledges Aboriginal and Torres Strait Islander peoples as the Traditional Owners of the lands and waters of Australia, and we offer our respect to their Elders past and present.
Investment risk - Redefined
Based on advanced data analytics, Investor DNA® measures five key risk dimensions—risk appetite, risk tolerance, risk capacity, required risk, and sensitivity to loss - to uncover a deeper, more accurate view of your clients' true risk profile.
Investor DNA reveals how your client is most likely to react when markets turn, allowing you to prevent rash decisions and costly mistakes.
By combining these insights with your clients' core values and ESG preferences, Investor DNA® empowers you to build personalised, risk-aligned portfolios, setting a new standard for personalised wealth management.
Investor DNA® - Investment risk - Redefined.
Investment risk- Simplified
Investor DNA® predicts your clients' response under pressure, to manage risk in real-time.
Insights that empower
Investor DNA® reveals'what makes your client tick' for a complete bespoke service and an exceptional experience.
Empowering female wealth
Investor DNA® provides advanced 'EQ' for a deeper and more empathetic client relationship.
Values & ESG preferences
Investor DNA® reveals your clients' values and ESG priorities for a portfolio with real purpose.
Investor DNA® acknowledges Aboriginal and Torres Strait Islander peoples as the Traditional Owners of the lands and waters of Australia, and we offer our respect to their Elders past and present.
Creating wealth continuity
Investor DNA® empowers NextGen investors to forge their own identity while preserving family legacy.
Advanced 'EQ' for an empathetic and profound client connection
What makes your client tick?
What makes your client tick?
Based on advanced behavioural science, Investor DNA® unlocks the intricate and often hidden layers of your clients' unique wealth psychology - the subtle interplays between their thinking preferences, motivations and biases.
Investor DNA® lies at the intersection between psychology, behavioural finance and advanced data analytics, empowering wealth professionals to deeply understand, adapt, and personalise their approach to meet the diverse needs of every client.
Investor DNA® - Behavioural Intelligence. Unlocked.
What makes your client tick?
Based on advanced behavioural science, Investor DNA unlocks the intricate and often hidden layers of your clients' unique wealth psychology - the subtle interplays between their thinking preferences, motivations and biases.
Investor DNA® lies at the intersection between psychology, behavioural finance and advanced data analytics, empowering wealth professionals to deeply understand, adapt, and personalise their approach to meet the diverse needs of every client.
Investor DNA® - Behavioural Intelligence. Unlocked.
Redefining Wealth -
The NextGen Female Investor
The Great Wealth Transfer has begun. In Australia, women are taking control of $3.2 trillion in assets - emerging as the new preeminent client. They seek highly personalised advice, grounded in trust, empathy, and authenticity.
This is not business as usual. The NextGen female investor thinks differently. They have different priorities, preferences, values and goals from previous generations.
It’s a values-led, emotionally intelligent client - rising in a traditionally male-dominated industry.
Investor DNA® - Empowering female wealth.
Advanced 'EQ' for an empathetic and profound client connection
But here's the thing...
In many instances, advice mirrors the advisers' preferences, values and biases, rather than those of the client. It overlooks the client's emotions, values, and the real drivers behind their investment decisions.
Result? Similar portfolios. Misalignments. Broken trust. Alarmingly, 85% of NextGen investors won’t stay with their parents' adviser. Many advisers will be left behind.
Wealth transfer represents a tipping point. Keep the relationship - or lose it. For the astute wealth adviser, this is a unique opportunity.
Investor DNA® - Preserving wealth continuity.
Understand the person to understand the investor
Understand the person to understand the investor
Redefining Wealth - The NextGen Female Investor
The Great Wealth Transfer has begun. In Australia, women are taking control of $3.2 trillion in assets - emerging as the new preeminent client. They seek highly personalised advice, grounded in trust, empathy, and authenticity.
This is not business as usual. The NextGen female investor thinks differently. They have different priorities, preferences, values and goals from previous generations.
It’s a values-led, emotionally intelligent client - rising in a traditionally male-dominated industry.
Investor DNA® - Empowering female wealth.
But here's the thing...
In many instances, advice mirrors the advisers' preferences, values and biases, rather than those of the client. It overlooks the client's emotions, values, and the real drivers behind their investment decisions.
Result? Similar portfolios. Misalignments. Broken trust. Alarmingly, 85% of NextGen investors won’t stay with their parents' adviser. Many advisers will be left behind.
Wealth transfer represents a tipping point. Keep the relationship - or lose it. For the astute wealth adviser, this is a unique opportunity.
Investor DNA® - Preserving wealth continuity.
Enter Investor DNA®...
Investor DNA® unlocks the hidden intricacies of your clients' unique wealth psychology - the subtle interplays between their thinking preferences, motivations and biases for precision-crafted bespoke CX.
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Build portfolios aligned to identity, values and ESG priorities.
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Identify your clients' risk signature for optimised asset allocation.
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Anticipate emotional reactions and prevent costly mistakes.
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Deepen trust with emotional intelligence and a strategic EQ edge.
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Bridge inter-generational differences for wealth continuity.
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Forge deep, resilient and lifelong client relationships.
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Exceed your BID obligations with scientific rigour.
Investor DNA® –Behavioural Intelligence. Unlocked.
Investing with purpose - ESG
Investor DNA® reveals your clients' deeply held values and ESG preferences, aligned with leading ESG analytic providers.
This empowers wealth advisers to align every portfolio recommendation with their clients’ core values and ESG preferences, crafting an investment strategy with genuine purpose and measurable social impact.
This strengthens client engagement, builds trust, and fosters greater personal ownership of their investment strategy.
Investor DNA® - Investments that matter.
Investing with Purpose - ESG
Investor DNA® reveals your client's deeply held values and ESG preferences aligned with leading ESG analytic providers.
This empowers wealth advisers to align every portfolio recommendation with their clients’ core values and ESG preferences, crafting an investment strategy with genuine purpose and measurable social impact.
This strengthens client engagement, builds trust, and fosters greater personal ownership of their investment strategy.
Investor DNA®: Investments that matter.
Investment risk - Redefined
Based on advanced data analytics, Investor DNA measures five key risk dimensions—risk appetite, risk tolerance, risk capacity, required risk, and sensitivity to loss - to uncover a deeper, more accurate view of your clients' true risk profile.
Investor DNA reveals how your client is likely to react when markets turn to prevent rash decisions and costly mistakes.
By combining these insights with your clients' core values and ESG preferences, Investor DNA empowers you to build personalised, risk-aligned portfolios that set a new standard for personalised wealth management.
Investor DNA® - A holistic approach to investment risk.