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Behavioral Roadmap Report

Last Updated: Mar 31, 2017 04:01PM EDT
As of April 7, 2017 we released Phase 1 of the Behavioral Roadmap report. The phase 1 release of this report provides a record of the Natural and Learned Behavior scores of an investor.

To access this report, select the button that appears on the client detail page for a particular client. See picture below:



This report will the ultimately encompass results from all of the processes that a client has completed in their Financial DNA journey. For now, this report provides details of the Natural and Learned Behavior. 
  • The scores listed in this report match the scores that the client received when they completed their assessment (on the Financial DNA Dashboard seen below).
  • The Learned Behavior scores are the same as the scores available in the Learned Behavior report.

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