Get FDNA 5-scores

The Financial DNA 5-scores highlight the positives for how a client approaches investing and financial decision-making. Each of the scores is based on population percentages. This means that if a client were placed in a room with 99 other people, these scores would show how their behavior compares to that of others in the room. Higher scores indicate stronger behavior in a given area.

Alongside each score is a description of the client's approach. Rest assured, all the combinations of scores that clients may receive will be described positively in terms of their financial personality. Below are the 5 scores and the behavioral description for each.

• Risk Behavior: Comfort with taking higher risks (risk appetite)
• Financial Relationship Management: Time and energy required for working with this client
• Financial Planning Management: How financially organized a client is and if they are a saver or spender
• Wealth Building Motivation: Ability to set and ambitiously pursue goals
• Financial Emotional Intelligence: Able to effectively recognize and balance their impulses in not making decisions

{
    "personID": "2a4c1319-1264-4760-9baf-71b76c49c358",
    "creditID": 20,
    "languageID": 22,
    "riskBehavior": {
        "value": 46,
        "description": "Safely manages risks and able to see pitfalls"
    },
    "financialRelationshipManagement": {
        "value": 8,
        "description": "Prefers to maintain control of decisions and results driven"
    },
    "financialPlanningManagement": {
        "value": 73,
        "description": "Saver and follows budgets"
    },
    "wealthBuildingMotivation": {
        "value": 93,
        "description": "Pursues goals and is often ambitious"
    },
    "financialEmotionalIntelligence": {
        "value": 93,
        "description": "Likely to recognize and balance emotional impulses with logic"
    }
}

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