The Investor DNA Profile
Based on advanced behavioural science, Investor DNA® lies at the intersection of psychology, behavioural finance, and advanced data analytics, empowering wealth professionals to understand, adapt, and personalise their approach to meet the diverse needs of every client.
The Investor DNA Profile offers complete flexibility and can be tailored to your requirements. We also offer a customised API to enable seamless integration with your current CRM.
To learn more about the Investor DNA Profile, please click on the tabs below.
Investor DNA® - Behavioural Intelligence - Redefining the client experience.
Copyright © 2025 Investor DNA Pty Ltd. All rights reserved.
Investor DNA Pty Ltd.
Melbourne Victoria 3000
AUSTRALIA
Copyright © 2025 Investor DNA Pty Ltd. All rights reserved. ABN 36 987 581 121
01 - Investor Portrait
Great client chemistry is no accident. Understanding a client’s financial personality—how they think, feel, and act—provides powerful insight into how they process advice, manage uncertainty, and make investment decisions. This understanding enables tailored communication, builds trust more quickly, and delivers more personalised, effective strategies. Investor DNA® takes this one step further by enabling precision matching between clients and advisers who naturally ‘get’ them—professionals attuned to their wavelength. The result is stronger engagement, smoother conversations, and lasting relationships where things just ‘click’, from the very first interaction onwards. The result? - clients that stay with you over their investment lifetime.
02 - Risk Signature ®
Investor DNA® decodes a client’s unique Risk Signature across five key dimensions, presenting a 360° view of 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 an adviser to predict which clients are most likely to react emotionally to market volatility, helping prevent fear-driven decisions and costly mistakes. Knowing a client's sensitivity to loss, combined with their risk tolerance score, predicts their tipping point—the point at which they become vulnerable to rash decisions. It’s a science-based approach to help advisers meet and exceed their BID obligations with confidence.
03 - Bias Sensitivity Matrix
Behavioural biases are unconscious thinking patterns that hijack logic and emotion, quietly undermining a client’s investment success. Acting as invisible filters, they distort perception and skew rational judgement. Research shows that emotional decisions cost investors around 3% of portfolio value each year— Over a decade, that's one-third of a client's portfolio, gone. Investor DNA® enables advisers to proactively identify these biases, empowering clients to recognise their own triggers and blind spots, and allowing advisers to intervene early to prevent behavioural errors from sabotaging long-term outcomes. This supports smarter, more rational decision-making in real time when markets are volatile.
04 - Decision-Making Framework
Investing is a constant tug-of-war between logic and emotion—the head versus the heart. Every client sits somewhere along this continuum, from ‘thinkers’ who favour rational reasoning to ‘feelers’ who rely more on intuition, emotion, and lived experience. A client’s natural leaning shapes both the quality of investment decisions and how advice is best received. Some clients prefer evidence, structure, and data, while others are persuaded by strategies with a clear purpose aligned with their values. By aligning communication and rationale with a client’s natural decision-making style, advisers improve their clarity, deepen engagement, and strengthen conviction—driving better outcomes and more resilient adviser–client relationships.
05 - Guiding Values and Philosophy
Investor DNA® reveals a client's guiding values and personal philosophy—their core ‘truths’ that shape how they see the world and navigate life. These principles influence how clients think, feel, and act, including their views on wealth, success, and legacy. By making these drivers visible, advisers gain a deeper understanding of what truly matters to each client. Investor DNA® enables advisers to craft portfolios that genuinely resonate, aligned not only with financial goals or risk, but with identity, emotion, and purpose. This alignment strengthens trust, deepens engagement, and lays the foundation for an enduring client relationship.
06 - Purpose-inspired Investing / ESG
Environmental, Social, and Governance (ESG) preferences reflect what matters most to each and every client—whether climate action, human rights, equity, ethics, or transparency. These values act as signposts, guiding how capital should be invested and the impact it is intended to create. By making ESG preferences explicit, advisers gain clarity on the causes and outcomes that matter most. Aligning portfolio recommendations with a client’s ‘inner compass’ ensures investments remain true to conscience, purpose, and long-term vision. This approach strengthens conviction and defines purposeful investing—using wealth as a force for meaningful change.
07 - Communication and Learning Pathways
Individuals process information in uniquely different ways—visually (seeing), auditorily (hearing), kinaesthetically (feeling), or through a combination of styles. Understanding a client’s natural communication preference enables advisers to communicate and present information in a way that genuinely resonates, whether converting prospects to clients or explaining complex financial concepts. Aligning delivery with a client’s preferred style reduces friction and improves understanding. This enhances clarity, recall, and informed action, while enabling complex financial concepts to be explained in a more natural, easily applied way. This is critical for coaches seeking to accelerate their clients’ financial literacy.
Investor DNA® uncovers clients’ unspoken needs, preferences, and expectations—from professional standards and relationship dynamics to the level of service each client values most. These insights create a shared understanding of how the adviser–client relationship will operate, establishing clear ‘guardrails’ that keep the relationship on track. This clarity fosters the psychological safety clients need to raise concerns early, address issues before they escalate, and engage in open, honest dialogue—rather than problems festering until the point of no return. The result is a more resilient relationship built on clarity, respect, and mutual trust—tenets essential to long-term client retention.
