Great client chemistry is no accident. Understanding your clients’ financial personality—how they think, feel, and act—gives you powerful insight into how they process advice, manage uncertainty, and make investment decisions. This allows you to tailor your communication, build trust faster, and deliver more personalised, effective strategies. Investor DNA® takes this one step further, enabling you to precision-match clients with advisers who naturally ‘get’ them—professionals tuned into their wavelength. The result? Stronger engagement, smoother conversations, and lasting relationships where things just ‘click’.

Investor DNA® decodes a client’s unique 'risk signature' across five key dimensions—redefining risk. Our holistic approach reveals the gap between a client's risk 'comfort zone', what they can afford, and what they can emotionally tolerate—for precision-crafted portfolios. Investor DNA® enables you to predict which of your clients are most likely to react emotionally to market volatility, helping prevent fear-driven decisions and costly mistakes. It’s science-based personalisation that empowers advisers to confidently meet—and exceed—their BID obligations.

Behavioural biases are unconscious thinking patterns that hijack logic and emotion, quietly undermining your client's investment success. Acting as invisible filters, they distort your client's perception and skew their rational judgment. Investor DNA® empowers your client to recognise their own biases, triggers and blind spots for smarter and more rational investment decisions— during portfolio construction, review and rebalancing, or in real-time when markets are volatile.

Investing is a constant tug-of-war between logic and emotion - head vs. heart. Every client falls somewhere on a continuum, from 'thinker' (rational, analytical) to 'feeler' (intuitive, emotional). Both approaches are valid. However, your client's leaning not only shapes the quality of their decisions, but also how you should present your rationale—whether appealing to the data, their emotions, values, or a combination. Aligning with their natural style boosts clarity, engagement, and support.

Investor DNA® reveals your clients’ guiding values and philosophy, reflecting their personal ‘truths’ that shape how they see the world and navigate life. These principles drive your client's thoughts, feelings, and actions, including their approach to wealth, success, and legacy. Investor DNA® enables you to craft portfolios that genuinely resonate —aligned not just to financial goals or risk, but to identity and purpose, whilst setting the foundation for a deeper, trusted and lasting relationship.

Your clients’ Environmental, Social, and Governance (ESG) preferences reflect what matters most to them—whether it’s climate action, human rights, equity, ethics, or transparency. These values act as signposts, guiding how their capital should be invested. By aligning your portfolio recommendations with their 'inner compass', you ensure their investments stay true to their conscience, purpose, and long-term vision. This is purposeful investing—using wealth to create meaningful change.

We all process information differently — visually (see), auditorily (hear), kinaesthetically (feel), or through a mix. Understanding your client’s natural communication style lets you present information in a way that truly resonates — whether pitching to prospects for increased conversion rates or explaining your rationale to existing clients. Aligning your approach to their preferred style boosts clarity, recall, and informed action, whilst helping you explain complex financial concepts in a way that’s more easily understood and applied.

Investor DNA® uncovers your clients’ unspoken needs, preferences, and expectations — from professional standards and relationship dynamics to the level of service they value most. These insights create a shared understanding of how you’ll work together, setting clear ‘guardrails’ to keep the relationship on track. This fosters the psychological safety clients need to raise concerns early, address issues before they escalate, and engage in honest dialogue. The result is a more resilient relationship built on clarity, respect, and mutual trust — tenets essential to long-term client retention.