Support Center

DNA Behavior Platform

  • DNA Behavior logos on your website or marketing materials

    DNA Behavior does allow its current clients and partners to use DNA branding for reasonable marketing purposes...

    Mar 22, 2017 11:31AM EDT
  • There are little squares on a PDF printed report

    If you have printed a PDF report from the admin system that looks perfect on the screen but prints with little...

    Mar 31, 2017 11:11AM EDT
  • Learned Behavior Discovery Process

    As of April 7, 2017 the Learned Behavior Discovery is the new recommended process to identify the "Learned Beh...

    Oct 23, 2017 04:09PM EDT
  • Goals Discovery Process

    As of April 7, 2017 the Financial DNA Goals Discovery Process was added to the Certified Wealth Mentor Package...

    Apr 28, 2017 05:49PM EDT
  • Behavioral Roadmap Report

    As of April 7, 2017 we released Phase 1 of the Behavioral Roadmap report. The phase 1 release of this report p...

    Mar 31, 2017 04:01PM EDT
  • Financial DNA University Program

    Universities can partner with DNA Behavior so that students can learn more about how to “Know, Engage and Grow...

    Apr 04, 2017 10:25AM EDT
  • Mass Client Uploader

    The DNA Platform has a feature to speed up the process of scheduling clients using a Mass Create New Client fe...

    Apr 03, 2019 12:44PM EDT
  • My password manager blocks me from logging in

    Password managers are useful tools to help you log into websites but sometimes cause problems with your browse...

    Oct 17, 2017 03:18PM EDT
  • Minimum System Requirements

    The DNA Behavior Admin System is continuously monitored to ensure that all of our users have the best user exp...

    Mar 16, 2018 07:51AM EDT
  • Standard Terms & Conditions

    Standard Terms & Conditions The organization will be entitled to the selected products and services in...

    Mar 21, 2018 03:41PM EDT

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