FAQ's | Investor DNA

Frequently Asked Questions

Business registration takes less than a minute and generates a unique Practice ID.

Wealth Advisers register using their personal details and your Practice ID, linking them to your business.

Each Wealth Adviser has their own personal dashboard to manage and track all client Investor DNA® activity..

Advisers send clients a personalised invitation to complete the Investor DNA® Discovery Questionnaire from their dashboard.

The Wealth Adviser receives an email notification once the questionnaire has been completed and the client's profile is ready for viewing.
The platform includes two interactive dashboards - The Practice Dashboard and the Adviser Dashboard.

The inaugural business registration login details provides access to the Practice Dashboard

The Practice Dashboard provides a real-time overview of all Investor DNA® activity across the entire business, including adviser management (add/delete), 2FA security, client invitation status and profile display/storage.

The Adviser Dashboard provides a real time overview of all Investor DNA® adviser activity for their group of clients only. From here, an adviser can invite clients to complete the questionnaire, track progress, manage their personal security settings and view client profiles.

If the individual completing the inaugural business registration is a manager, owner, or administrator—and is also an adviser—they can seamlessly toggle between both dashboards.

Clients do not have a web portal. The only client output is the Investor DNA® Profile delivered via their Wealth Adviser.
The Investor DNA® profile can be customised, controlling its depth and complexity to match your value proposition and signature processes.

All profiles include the basic 'Investor Identity' sections - Investor Signature Chart, Construct Scores, Profile Synopsis, and Investor Portrait.

The remaining subject sections can be selected or deselected for a completely customised profile, controlled from the Practice dashboard.

Customisations apply business-wide and are not available at the individual Adviser level. This ensures profile consistency.

The complete profile is the default setting, with each section serving a purpose—Where overlaps exist, they often validate any existing processes.
Clients do not receive the profile directly; it is delivered to the Wealth Adviser only.

The Wealth Adviser receives an email confirming that the client has completed the questionnaire and their profile is ready for viewing.

The Investor DNA® Profile is provided as a PDF accessible from the Adviser Dashboard.

The profile can be viewed online or printed as a hard copy for client meetings (recommended).

Wealth Advisers conduct a debriefing session to explore insights, implications and applications of the profile content.
The profile elevates the client experience by making clients feel genuinely understood at their core - often at a level not previously experienced — creating instant rapport, a deeper intuitive connection and a strong foundation of trust with their adviser.

The client gains a deeper understanding of their hidden motivations, behavioural patterns, and thinking traps that can influence their financial choices.

Through a carefully crafted questionnaire, the client receives a more accurate, personalised and nuanced profile that reflects their true identity.

The experience goes beyond traditional onboarding —providing a more human, insightful, and engaging way to understand their financial world.

This clarity leads to more meaningful conversations with their adviser, built on stronger alignment, trust, and a shared understanding of what truly matters.
Investor DNA® delivers a multi-dimensional, evidence-based risk assessment aligned with the Corporations Act 2001, ASIC expectations (RG 175, RG 244) and the FASEA Code of Ethics.

Supports a Wealth Adviser’s Best Interests Duty and Appropriate Advice obligations by measuring a client's risk appetite, tolerance, capacity, and required risk. It also measures a client's Sensitivity to Loss, the intervening variable that determines their behavioural threshold (the market tipping point where your client feels compelled to take action)

Enhances the Wealth Adviser’s ability to form a reasonable basis for advice by uncovering behavioural drivers.

Produces a clear, auditable record of the risk-profiling process, reducing remediation and compliance risk.

Improves client understanding and informed consent through personalised, behavioural explanations of risk.

For more details and for a complete mapping between Investor DNA® and adviser legal obligations, please click here.
All client data and profiles are securely hosted on Amazon Web Services (AWS).

AWS is the world’s most widely adopted cloud platform, used by leading global organisations.

Data is encrypted in transit and at rest across AWS infrastructure.

Multiple regional backups ensure resilience and continuity.

AWS maintains a 99.9% uptime record and is considered the gold standard in cloud security.
Investor DNA® integrates seamlessly with existing advice systems via a secure API.

The API can be configured to your specific requirements to fit existing workflows.

The API can operate at three distinct performance levels -

Level 1 - Functional integration (Your system replicates what the i-DNA platform can do)

Level 2 - Workflow Automation (Investor DNA is embedded into your operational workflows)

Level 3 - Behavioural Data Integration (What intelligence flows from Investor DNA).

All integration work is delivered by INNSITE, a leader in API technology and our specialist technology partner.

Pricing and delivery timeline API functionality is based on project scope and is quoted separately.

Enables smooth embedding of Investor DNA® into your advice process with minimal disruption.
Under law, licensees must ensure Wealth Advisers are trained and competent in all tools used to formulate personal advice, including risk. (s912A(1)(f)).

As such, we provide a comprehensive orientation program that equips Wealth Advisers to use Investor DNA® effectively for maximum value.

Practical instruction is provided on navigating the Practice and Adviser Dashboards.

A complete debriefing guide is available on the Adviser Dashboard.

The Investor DNA® Knowledge Hub provides a reference library of all articles and scientific papers that underpin Investor DNA®. Topics include; Behavioural Finance, Behavioural Bias, Neuroscience, Psychology, Wealth Transfer, Ethical ESG investing, and Client Retention and Trust

We also provide support via our dedicated team and the Investor DNA website.

Investor DNA Pty Ltd.

AUSTRALIA

ABN 36 987 581 121

Investor DNA Pty Ltd.

Melbourne Victoria 3000

AUSTRALIA