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 Advice.
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 and purpose - one that resonates with who they are at their core?
Precision-Crafted Advice. 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, emotion and purpose - 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; their 'risk signature'.
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 - Redefined
Investor DNA redefines risk using five dimensions for personalised portfolios and for managing client emotions in real-time.
Insights that transform
Investor DNA® reveals key insights for a personalised and unique client portfolio for a complete bespoke service and exceptional CX.
Engaging the next wealth generation
Investor DNA® enables you to connect with NextGen and HNW female investors with greater understanding, empathy and care.
Values & ESG preferences
Investor DNA® enables you to align portfolios with clients values, purpose, and ESG priorities for greater engagement, trust and loyalty.
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.
Preserving family wealth continuity
Investor DNA® reveals the intergenerational differences that undermine wealth transition, helping you bridge the generation gap.
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; their 'risk signature'.
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® - Investment risk - Redefined.
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 - with priorities, preferences, values and goals that diverge sharply from those of previous generations.
It’s a values-led, emotionally intelligent client - emerging 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, research confirms that 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 family wealth continuity.
Understand the person to understand the investor
Understand the person to understand the investor
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.
Purpose-inspired investing strengthens client engagement, builds trust, and fosters greater personal ownership of their investment strategy.
Investor DNA®: For investments that matter.
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, research confirms that 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 family 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 advice and exceptional CX.
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Build unique portfolios aligned with identity, values and ESG priorities.
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Pinpoint each client's 'risk signature' to optimise asset allocation.
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Anticipate emotional triggers to avoid costly investment errors.
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Equip you with the 'EQ' edge for a deeper client connection.
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Bridge generational divides to secure long-term wealth continuity.
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Forge enduring, resilient and deeply personal client relationships.
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Surpass BID obligations through precision and scientific rigour.
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. She has different priorities, preferences, values and goals from previous generations.
It's a values-led, emotionally intelligent client - emerging in a traditionally male-dominated industry.
Investor DNA® - Empowering female wealth.
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 - emerging in a traditionally male-dominated industry.
Investor DNA® - Empowering female wealth.
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 - emerging in a traditionally male-dominated industry.
Investor DNA® - Empowering female wealth.
Redefining Wealth -
The NextGen Female Investor
Purposeful Investing - ESG
Investor DNA® reveals your clients' deeply held values and ESG preferences, aligned with leading ESG analytic providers.
This enables wealth professionals to align every portfolio recommendation with their clients’ core values and ESG preferences, crafting an investment strategy with genuine purpose and measurable social impact.
Purpose-inspired investing increases client engagement, builds trust, and fosters greater personal ownership of their investment strategy.
Investor DNA® - For investments that matter.
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 - with priorities, preferences, values and goals that diverge sharply from those of previous generations.
It’s a values-led, emotionally intelligent client - emerging in a traditionally male-dominated industry.
Investor DNA - Empowering female wealth.