Choosing a plan

Introduction

DNA has three plans: Starter, Pro, and Team. Every new signup lands on Starter automatically and stays there for as long as they want. Upgrade to Pro or Team when you hit a limit that is slowing you down, or when you need a shared workspace for your firm.

At a glance

	Starter	Pro	Team
Price	Free, forever	$99 / month	$99 / month per advisor, minimum 2 advisors
Clients	Up to 3	Unlimited	Unlimited
Helix questions	6 per 2-hour window	Unlimited	Unlimited
Document uploads and extraction	Included, with a lower upload cap	Included	Included
Needs analyses per client	Up to 2	Up to 50	Up to 50
Needs analysis and PDF reports	Limited	Included	Included
Compliance document e-signature sends	3 in total	Included	Included
Client portal access and inbox actions	Not included	Included	Included
Editing client profile stages	Not included	Included	Included
Note rewrite	Not included	Included	Included
Shared workspace for multiple advisors	Not included	Not included	Included

Starter limits more than client count and Helix usage. It caps needs analyses per client, compliance e-signature sends, and document uploads, and it leaves out the client portal, stage editing, and note rewrite. Pro and Team lift these limits. Team adds the shared workspace.

When each plan makes sense

Starter is a good fit if…
You are new to DNA and want to try it on real clients, or you are actively working with three or fewer clients. It stays free forever with no time limit.

Pro is a good fit if…
You are a solo advisor working beyond three clients, or you use Helix often enough that the 3-hour limit gets in your way.

Team is a good fit if…
Your firm has more than one advisor and you want everyone in a shared workspace where the same client files are visible to the whole team. Team requires a minimum of 2 seats.

How the Helix limit works on Starter

Starter includes 6 Helix questions per 2-hour window. The windows are fixed, not rolling. If you use your 6 questions at the end of a window, you can ask again as soon as the next window starts.

How upgrades work

Upgrading runs through a checkout page. Pick Pro or Team from the billing area, enter your payment method, and your plan switches as soon as the payment goes through. None of your data changes: clients, documents, beneficiaries, coverage, and notes carry over exactly as they were.

For Team, you start with a minimum of 2 seats. You add more advisors after setup from the team page, and each new advisor adds a pro-rated charge to your bill for the rest of the current billing period. See Setting up your team for the full setup flow.

Switching plans later

You can move between plans at any time.

• Starter to Pro or Team. Run through checkout. Your data carries over.
• Pro to Team. Upgrade from solo to firm without a second payment method. Your existing subscription adjusts to Team pricing based on the seats you choose.
• Team to Pro. Remove advisors from the team page. A removed seat comes off your subscription at the start of the next billing period, and DNA does not credit the current one.
• Pro or Team back to Starter. Cancel your subscription. You stay on your paid plan until the end of the current billing period, then revert to Starter.

What happens if you cancel

Canceling a paid plan does not delete anything. Your clients, documents, beneficiaries, coverage, and notes stay in your account. At the end of your current billing period, your account drops to Starter’s free tier, which allows editing on up to 3 clients. DNA keeps the 3 clients you updated most recently editable (sample clients do not count). Every other client becomes read-only: you can open it, but you cannot change it until you upgrade again.

Reactivating after a cancellation

If you cancel and change your mind before your billing period ends, you can reactivate your paid plan without re-entering your payment details. After the period ends, reactivating runs through checkout again.

Still unsure?

If you are not sure which plan fits your situation, start on Starter. It costs nothing and gives you enough room to walk through the product on three clients. You can upgrade later without losing any of your setup.

Questions on specific features or billing? Email support@dynamicneedsanalysis.com.