Frequently Asked Questions
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Business registration takes less than a minute and generates a unique Practice ID.
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Wealth Advisers register using their personal details and the Practice ID, linking them to your business.
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Each Wealth Adviser receives their own dashboard to invite clients and track activity.
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Clients receive a personalised invitation and complete the 15-minute questionnaire via a secure link.
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The Wealth Adviser is notified by email once the questionnaire is completed and the profile is ready for viewing.
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The platform includes two dashboards: Business Dashboard (company-wide view, Adviser management, 2FA, profile storage) and Wealth Adviser Dashboard (client invitations, tracking, profile viewing).
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The initial registration creates the Primary Business Registration with access to the Business Dashboard.
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If a Wealth Adviser completes the initial registration, they can toggle between both dashboards.
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Clients do not have a web portal. The only client output is the Investor DNA® Profile delivered via their Wealth Adviser.
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Four core sections always appear: Investor Signature Chart, Construct Scores, Profile Synopsis, and Investor Portrait.
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The remaining major subject sections can be deselected to align with your existing value proposition or signature processes.
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Deselections are controlled centrally via the Business Dashboard and apply practice-wide.
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Customisation is not available at the individual Wealth Adviser level.
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Most businesses utilise the full profile (default setting), as it typically complements and validates existing advice processes.
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Clients do not receive the profile directly; it is delivered to the Wealth Adviser only.
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The Wealth Adviser receives an email once the client completes the questionnaire and the profile is ready.
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The Investor DNA® Profile is provided as a PDF accessible from the Wealth Adviser Dashboard.
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The profile can be viewed online or printed as a hard copy for client meetings (recommended).
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Wealth Advisers conduct a debriefing session to explore insights, implications, and practical applications.
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Investor DNA® provides a holistic behavioural profile covering risk, biases, values, ESG preferences, communication/learning style, client expectations.
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The questionnaire’s depth produces a more accurate, nuanced, and personalised client profile with greater validity, reliability and predictability.
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This provides the client with a deep understanding of their motivations, behavioural patterns, and potential biases and thinking traps.
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The process is deeper and more human than traditional risk and goals processes.
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In turn this strengthens trust and elevates Wealth Adviser–client conversations through greater clarity and emotional resonance.
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Investor DNA® delivers a multi-dimensional, evidence-based risk assessment aligned with ASIC expectations (RG 175, RG 244).
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Supports a Wealth Adviser’s Best Interests Duty and Appropriate Advice obligations by measuring a client's risk appetite, risk tolerance, risk capacity, and required risk. It also measures a client's Sensitivity to Loss, the intervening variable that determines their behavioural threshold (tipping point) where a client feels compelled to take corrective action when markets dip.
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Enhances the Wealth Adviser’s ability to form a reasonable basis for advice by uncovering behavioural drivers.
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Produces a clear, auditable record of the risk-profiling process, reducing remediation and compliance risk.
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Improves client understanding and informed consent through personalised, behavioural explanations of risk. For more information, please click here.
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All client data and profiles are securely hosted on Amazon Web Services (AWS).
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AWS is the world’s most widely adopted cloud platform, used by leading global organisations.
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Data is encrypted in transit and at rest across AWS infrastructure.
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Multiple regional backups ensure resilience and continuity.
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AWS maintains a 99.9% uptime record and is considered the gold standard in cloud security.
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Investor DNA® integrates seamlessly with existing advice systems via a secure API.
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The API is configured to your specific requirements to fit existing workflows.
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All integration work is delivered by INNSITE, our specialist technology partner.
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Scope, timelines, and pricing are tailored to each project.
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Enables smooth embedding of Investor DNA® into your advice process with minimal disruption.
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Licensees must ensure Wealth Advisers are trained and competent in all tools used to formulate personal advice, including risk. (s912A(1)(f)).
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As such, we provide a comprehensive orientation program that equips Wealth Advisers to use Investor DNA® effectively for maximum value.
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Practical instruction is provided on navigating the Business and Wealth Adviser Dashboards.
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A complete debriefing guide is available on the Wealth Adviser Dashboard.
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Ongoing support is provided through the Investor DNA® Knowledge Hub, website resources, and dedicated support team.
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Investor DNA Pty Ltd.
AUSTRALIA
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
