The Behavioural Intelligence Platform for
TM
Because the future of wealth advice is deeply personal
Powered by advanced behavioural science and predictive analytics, Investor DNA® delivers the behavioural intelligence layer missing from traditional advice models-empowering wealth professionals to craft more precise advice, deepen client relationships, engage with NextGen and drive business results.
The real threat is not the market -
it's human behaviour...
As psychologists, our heritage in the field of investment psychology spans over 20 years. Based on advanced behavioural science and predictive analytics, Investor DNA® is the leading behavioural intelligence platform for wealth management.
Investor DNA® delivers deep, multi‑layered insights across specialised behavioural intelligence modules, each designed to illuminate a different dimension of client behaviour, decision‑making, and interpersonal dynamics.
Investor DNA® enables personalised advice that goes beyond risk and financial goals, aligned to identity, purpose and legacy for a deeper and lasting client relationship.
Investor DNA® - The future of personalised advice.
Research confirms 4 in 5 heirs intend to replace their parent's adviser. Both the relationship and the assets are at risk.
Research confirms 4 in 5 heirs intend to replace their parent's adviser.
Both the relationship and the assets are at risk.
Research confirms 4 in 5 heirs intend to replace their parent's adviser. Boht the relationship and the assets are at risk.
Attract, engage and retain the next wealth generation...
The Great Wealth Transfer is underway. In Australia, $5.4 trillion is being passed from boomers to the next generation. When wealth changes hands, 4 in 5 next-generation investors say they won’t stay with their parents’ adviser.
If 4 in 5 heirs intend to walk, the problem isn’t tomorrow’s inheritance, it’s today’s relationship gap. Miss the shift, and advisers risk losing both the relationship and the assets. Even the strongest client-adviser relationship offers little protection from this phenomenon.
The challenge? To preserve the family’s values, continuity and legacy across generations. Helping your clients' children succeed. The adviser who wins the next generation is the one who understands them before the relationship and the assets move.
What’s missing is a simple yet rigorous way to truly understand the next generation — their attitudes, values, motivations and priorities — until now.
Investor DNA® — Understanding the next wealth generation.
Investor DNA® -
2-minute reveal
Female investors seek genuine understanding and connection...
Of the $83 trillion world-wide being transferred from boomers to the next wealth generation, 65% is going to women due to the elder daughter effect. Of the $5.2 trillion being transferred in Australia, women are poised to take control of $3.5 trillion in assets.
As the emerging preeminent client, the NextGen female investor thinks differently, with unique priorities, values, and expectations that diverge sharply from previous generations.
Purpose-driven and tech-savvy, they expect a new kind of relationship with their adviser — one built on insight, empathy and trust from an industry long shaped by male norms.
Investor DNA® - Advanced adviser 'EQ' for a stronger relationship.
Investor DNA® -
2-minute reveal
Investor DNA® —
Behavioural Intelligence. Applied.
The Investor DNA® Behavioural Intelligence™ platform delivers deep, multi‑layered insights across specialised behavioural intelligence modules, each designed to illuminate a different dimension of client behaviour, decision‑making, and interpersonal dynamics.
Investor DNA® enables wealth advisers to:
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Create science-based, precision-crafted advice
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Attract, engage and retain the next wealth generation
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Engage the growing cohort of NextGen female investors
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Predict which clients are most at risk during volatile markets - in real time.
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Build deeper, more empathetic and trusted client relationships
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Bridge intergenerational divides to protect family legacy and wealth continuity
Investor DNA® — For a sustainable competitive advantage.
The Behavioural Intelligence ™ Platform for Wealth Management
Because the future of wealth is personal
Powered by advanced behavioural science and predictive analytics, Investor DNA® delivers the behavioural intelligence layer missing from traditional advice models-empowering wealth professionals to craft more precise advice, deepen client relationships, engage with NextGen and drive business results.
Powered by advanced behavioural science and predictive analytics, Investor DNA® delivers the behavioural intelligence layer missing from traditional advice models — empowering wealth professionals to craft more precise advice, deepen client relationships, engage with NextGen and drive business results.
Investor DNA® -
2-minute reveal
Introducing the Risk Signature™
- Investment risk, reimagined...
Investor DNA® reinvents how investment risk is understood and applied — revealing each client’s unique Risk Signature™ across five core dimensions to deliver a true 360° view of risk behaviour.
Traditional profiling systems are overly simplistic, often collapsing risk into a single score. They ignore how Risk Appetite (thinking), Sensitivity to Loss (feeling) and Risk Tolerance (behavioural threshold) interact to drive real‑world decisions under pressure. This explains why some clients stay disciplined during downturns while others react emotionally, eroding long‑term value.
Powered by advanced analytics and past client behaviour, Investor DNA® goes far beyond portfolio construction and compliance — pinpointing which clients are most vulnerable during market volatility.
Investor DNA® enables advisers to build precision portfolios and manage client emotions in real time, preventing costly mistakes that erode portfolio value, while helping advisers meet their legal and BID obligations.
Introducing the Risk Signature -
Investment risk reimagined...
Investor DNA® reinvents how investment risk is understood and applied — revealing each client’s unique Risk Signature™ across five core dimensions to deliver a true 360° view of risk behaviour.
Traditional profiling systems are overly simplistic, often collapsing risk into a single score. They ignore how Risk Appetite (thinking), Sensitivity to Loss (feeling) and Risk Tolerance (behavioural threshold) interact to drive real‑world decisions under pressure. This explains why some clients stay disciplined during downturns while others react emotionally, eroding long‑term value.
Powered by advanced analytics and past client behaviour, Investor DNA® goes far beyond portfolio construction and compliance — pinpointing which clients are most vulnerable during market volatility.
In a world‑first, Investor DNA® enables advisers to build precision portfolios and manage client emotions in real time, preventing costly mistakes that erode portfolio value, while helping advisers meet their legal and BID obligations.
Investment portfolios aligned to identity, purpose and legacy...
Advice that complies with the law is expected. Our Risk Signature™ aligns directly with the Corporations Act, ASIC regulations and the FASEA Code of Ethics. But compliance is only the starting point.
The real opportunity is advice that goes beyond risk and financial goals to embrace identity, purpose and legacy—advice that reflects who your client is and what matters most.
Investor DNA® reveals each client's core values, guiding philosophy and ethical preferences—the principles shaping both investment decisions and adviser expectations.
By aligning portfolios with this inner compass, advisers deliver wealth management with greater purpose and lasting impact.
Investor DNA® — Investing that honours the family legacy
Manage family tensions that threaten wealth continuity...
An estimated 90% of family wealth is lost by the third generation. Family wealth is eroded not by poor investment choices but by intergenerational divides in values, priorities, and risk; differences that fracture communication and trust.
By mapping each family member’s preferences, motivations and biases, Investor DNA® reveals areas of alignment and potential friction points to build common ground. Investor DNA® provides powerful insights to boost engagement and help navitage wealth transfer dynamics.
These insights help advisers go beneath the surface to resolve conflict, deepen trust, and honour the family legacy—while empowering the next generation to forge their own path.
Investor DNA® — Safeguarding family wealth across generations.
Create meaningful portfolios aligned to identity, purpose and legacy...
Advice that complies with the law is expected. Our Risk Signature™ aligns directly with the Corporations Act, ASIC regulations and the FASEA Code of Ethics. But compliance is only the starting point.
The real opportunity is advice that goes beyond risk and financial goals to embrace identity, purpose and legacy—advice that reflects who your client is and what matters most.
Investor DNA® reveals each client's core values, guiding philosophy and ethical preferences—the principles shaping both investment decisions and adviser expectations.
By aligning portfolios with this inner compass, advisers deliver wealth management with greater purpose and lasting impact.
Investor DNA® — Honouring and protecting the family legacy.
Manage the fault lines that threaten family wealth continuity...
An estimated 90% of family wealth is lost by the third generation. Family wealth is eroded not by poor investment choices but by intergenerational divides in values, priorities, and risk; differences that fracture communication and trust.
By mapping each family member’s preferences, motivations and biases, Investor DNA® reveals areas of alignment and potential friction points to build common ground. Investor DNA® provides powerful insights to boost engagement and help navitage wealth transfer dynamics.
These insights help advisers go beneath the surface to resolve conflict, deepen trust, and honour the family legacy—while empowering the next generation to forge their own path.
Investor DNA® — Safeguarding family wealth across generations.
Investment risk redefined
Investor DNA® delivers a 360° view of risk across 5 key dimensions, creating a direct link between your advice and your client.
NextGen engagement
Investor DNA® provides the 'EQ' edge to connect with NextGen and HNW female investors with greater empathy and care.
The Behavioural Intelligence ™ Platform for Wealth Management
Investor DNA® unlocks hidden insights for a precision-crafted portfolio and a totally bespoke client experience based on science.
Investing with purpose
Investor DNA® enables you to build purpose-inspired portfolios - aligned with your clients' identity, values and ESG preferences.
Preserving family wealth
Investor DNA® bridges the generation gap - honouring the family legacy whilst enabling NextGen to forge their own path.
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.
Investor DNA Pty Ltd.
AUSTRALIA
Copyright © 2026 Investor DNA Pty Ltd. All rights reserved.
ABN 36 987 581 121
Copyright © 2026 Investor DNA Pty Ltd. All rights reserved.
Copyright © 2026 Investor DNA Pty Ltd. All rights reserved. ABN 36 987 581 121