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 to success is not the market - it's human behaviour...
Even disciplined high-net-worth clients with sophisticated, bespoke strategies deviate under pressure, regularly making emotional or biased decisions that erode returns — estimated at around 3% per annum, or 35% over 10 years. One-third of your client's portfolio, gone.
Traditional risk profiling and advice frameworks fail to capture or predict how clients actually think, decide, and respond under pressure. Result? Misalignments. Panic selling. Broken trust. Clients quietly walking away — no matter how sophisticated the strategy.
Investor DNA® reveals a client's susceptibility to making emotional decisions, identifying those most at risk under pressure. This, in tandem with understanding their vulnerability to behavioural bias, empowers advisers to intervene in real time to prevent clients from making poor decisions and costly mistakes.
Investor DNA® - Safeguarding the relationship and the assets.
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® — Safeguard the relationship - Protect the assets.
Investor DNA® -
2-minute reveal
Female investors seek genuine empathy 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® enables emotional intelligence at the point of advice—revealing how clients think, feel, and respond, so relationships are built on genuine understanding, not assumptions. The result is a deeper client connection and a resilient, purpose-led partnership that can handle life's financial ups and downs.
Investor DNA® - Advanced adviser 'EQ' for a stronger client relationship.
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
Research confirms that 4 in 5 heirs intend to replace their parent's adviser. Both the relationship and the assets are at risk.
Investor DNA - Behavioural Intelligence
for a unique competitive advantage...
Based on Behavioural Intelligence™, Investor DNA® reveals a client’s hidden preferences, motivations and biases for advice aligned not just to risk appetite and goals, but to identity, values and purpose. Combining psychology, neuroscience and behavioural finance, Investor DNA® represents a total behavioural intelligence platform that provides every wealth firm with a sustainable competitive advantage.
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® — Increase client retention, grow AUM and boost profitability
®
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.
Creating purpose-inspired portfolios aligned to identity and legacy...
Investor DNA® uncovers your clients’ core values and life philosophy - their personal ‘truths’ that shape how they see the world, wealth, and legacy.
These principles influence both their investment decision-making and their expectations. By aligning portfolios with your clients' inner compass, you deliver purposeful investing that has greater meaning, purpose and a clear sense of direction.
Your clients’ ethical and ESG preferences operate as explicit 'red‑flags', highlighting companies that should be excluded. This strengthens portfolio construction and deepens client engagement, connection and trust by ensuring their values are visibly reflected in the advice process.
Investor DNA® — Investing that shapes the future
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.
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, the critical success factor for wealth continuity.
Investor DNA® — Safeguarding family wealth across generations.
Creating purpose-inspired portfolios aligned to identity and legacy...
Investor DNA® uncovers your clients’ core values and life philosophy - their personal ‘truths’ that shape how they see the world, wealth, and legacy.
These principles influence both their investment decision-making and their expectations. By aligning portfolios with your clients' inner compass, you deliver purposeful investing that has greater meaning, purpose and a clear sense of direction.
Your clients’ ethical and ESG preferences operate as explicit 'red‑flags', highlighting companies that should be excluded. This strengthens portfolio construction and deepens client engagement, connection and trust by ensuring their values are visibly reflected in the advice process.
Investor DNA® — Investing that shapes the future
Manage family tensions that threaten intergenerational 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.
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.
Investor DNA Pty Ltd.
Melbourne Victoria 3000
AUSTRALIA
Copyright © 2026 Investor DNA Pty Ltd. All rights reserved. ABN 36 987 581 121