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Register

Start your Investor DNA journey today and discover the difference it can make to help you attract, engage and retain HNW clients.

01. Register your Practice

Register your practice by clicking on the button below and selecting 'financial practice' from the drop-down menu.

 

You'll receive a confirmation email with your Practice ID. Click on the link to access your Practice Dashboard.

02. Register all Users

Advisers register by clicking on the log-in tab on this site. Select 'financial adviser' from the drop-down menu.

 

Enter your Practice ID and details. You'll receive an email link to your Personal Dashboard to manage all DNA activity. 

03. Purchase Investor DNA

Purchase 'pay as you go' tokens or a monthly practice subscription. - ONE  token is redeemable for ONE profile.

 

Invite your clients to complete our questionnaire. When completed, their DNA profile will be on your dashboard.

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