What is DNA?

DNA (Dynamic Needs Analysis) is a digital platform that helps financial advisors understand their clients’ financial needs, identify gaps, and deliver clear, compliant recommendations. It brings together client data, document processing, and intelligent insights in one place, making the advisory process faster, easier, and more consistent.

What DNA Helps You Do

DNA provides a complete view of a client’s financial situation, including:

• Personal and household information

• Income, assets, and debts

• Existing insurance coverage

• Beneficiaries and goals

• Documents and supporting files

Using this information, DNA highlights needs, risks, and areas that may require advice or action.

Key Capabilities

Client Profiles

Organize and manage everything you know about each client in one secure location.

Document Upload

Upload common documents and let DNA extract information automatically, reducing manual data entry.

Helix AI Insights

Use Helix AI to review client data, identify priorities, and surface recommendations to support your advice.

Needs Analysis and Reporting

Quickly generate clear, advisor-ready insights for meetings, reviews, and ongoing planning.

Who DNA Serves

DNA is designed for:

• Financial advisors

• Insurance professionals

• Financial planners

• Agencies and practices supporting multiple advisors

It supports both independent advisors and teams that need a consistent, repeatable process across clients.

Why Advisors Use DNA

Advisors choose DNA because it helps them:

• Save time on data entry and analysis

• Reduce manual calculations

• Improve clarity in client conversations

• Ensure recommendations remain compliant

• Standardize their advisory process