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Help Center
Knowledge
App Guide
Features
Integrations
Getting Started
Accessibility
Navigating the Dashboard
Assessment and Reporting
User Management
Customization
Support and Contact
Glossary
Gene AI Prompts
Knowledge
Financial Behaviors
Work Talents
API 101
DNA 101
DNA Science 101
General Education
Money Energy
Personal Life Energy
Behavioral Marketing
Decision Making
People-Centric Businesses
Quantum Leap
Facilitation
Teams, Families, and Groups
Comparisons
Financial Planning
Workplace and Career Talents
Employment Decision-Aids
Factor and Sub Factor Report
General Implementation
Additional Discovery Processes
Partner Guide
Sign up for the partner program
ISV Guide
Partner Support
Billing Help
Internal SOPs
App
Operations
Knowledge
Learn about how to use DNA Insights by exploring our library of helpful articles. Browse, follow a journey or type in a question.
Financial Behaviors
Additional Behavioral Insights for Wealth Mentoring
Using Financial DNA with Clients
Understanding Financial Personality
Financial DNA Unlocking Guide
Understanding Market Mood
Measuring Behavioral Finance Biases
Engaging Clients with Financial DNA
Identifying Risk Profile with DNA Behavior
Building A Behavioral Investment Portfolio
START SMART Process
Facilitating the Financial DNA Discovery
Financial Behaviors Client Onboarding
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Work Talents
Additional Behavioral Insights for Coaching
Employee Benchmarking
Onboarding Employees
Using DNA Behavior for Sales and Client Engagement
DNA Behavior and Adaptability
Performance Keys
Leader and Employee Selection
Team Compatibility
Team Decision Making
Business DNA Behavioral Business Risks and Workplace Insights
What is Business DNA
Building Team Relationships
Behavioral Benchmarks
Hiring Performance
Unlocking Human Capital Performance Guide
Using Workplace Insights
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API 101
Questions to Consider When Planning an Application
Developing your App
Developer Portal
Postman
DNA 101
Legacy to New System Features Map
Beyond the Factor Scores, Additional Insights for Applying Natural Behavior
Communication Styles on your team
Why You or Your Employees and Clients Should Complete DNA Discovery
DNA Natural Behavior Styles
The Natural Behavior Discovery Process
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DNA Science 101
Unique Style Distribution for the Natural Behavior Discovery (2023)
The Science Behind the Natural Behavior Discovery
Forced Choice Discovery Model
The Difference Between Personality and Behavior
Historical Foundations of the DNA Behavior Discovery Process
DNA Behavior Science
Revisions & Updates to DNA Insight Algorithms
Comparing DNA Natural Behavior Discovery to other tools
Entrepreneurial Talents
Recognizing Gender Differences: The Importance of Tailoring Professional Approaches
Financial Behavior Capability Research
DNA Double Helix Drives Behavior and Money Energy
Money Energy and Health
Getting to the Core of Human Behavior
Understanding How Behavior Drives Performance
Behavioral Finance Study - 5 Facts from 35000 Investors
See more
General Education
Nano Video Learning Modules
Recommended Reading
Financial DNA Behavioral Guides
Business DNA Behavioral Guides
Team Report Reported Issues and Temporary Workaround Solution
See more
Money Energy
Money Energy Discovery
The 40 Quantum Laws of Money Energy
Measuring Money Energy
The Philosophy Behind Money Energy
Money Energy Conversation Facilitation
Longevity and Money Energy
Amplifying Money Energy
See more
Personal Life Energy
Mastering Your Personal Life Energy
Behavioral Marketing
Infusing Behavioral Finance Into Your Marketing
Decision Making
Addressing Behavioral Variability In Organizations
Building an Effective Decision Making Process
People-Centric Businesses
Building a Behavioral Science Division
Grow A People-Centric Organization Using Exponential Behavioral Technology
Quantum Leap
Quantum Leap Transformation
