Getting Started
Welcome to DNA
Get a quick tour of what DNA does for your practice, and what to set up before you add your first client.
Introduction
DNA is a client workspace built for financial advisors who plan around real people, not spreadsheets. It pulls every part of a client's financial life into one file: assets, debts, beneficiaries, coverage, notes, and the documents behind them.
This page covers what DNA does, how the pieces fit together, and what to do on your first login.
What you can do in DNA
Three things sit at the center of the product. Everything else supports one of them.
Feature | What you can do |
|---|---|
Client Profiles | Capture every asset, debt, beneficiary, and coverage policy on a single client record. Bring an existing book of business in quickly with the document extraction flow. |
Needs Analysis | Walk through a guided builder and produce a client-ready PDF at the end. |
Helix Assistant | Ask questions about any client and get answers without digging through tabs. |
How DNA fits into your workflow
Most advisor tools ask you to enter data in one place, analyze in another, and present in a third. DNA keeps everything on the client file. Update a beneficiary allocation and it shows up in the needs analysis. Upload a policy and Helix can answer questions about it. The client file is the source of truth, and everything else reads from it.
What to do on your first login
DNA starts every new account on the Starter plan, so you have room to explore the product before you commit to anything. Three steps take you from signup to a working client file.
1
Create your account
Sign up with your work email and verify your email address. After verifying, you land on the application and are assigned the Starter plan automatically.
2
Add your first client
Create a client profile manually, or upload a few documents and let DNA pre-fill the profile for you. This is the fastest way to see the product in action.
3
Upgrade when you are ready
Two paid plans take you past the Starter limits. Pro gives a single advisor more capacity. Team adds a shared workspace for multi-advisor firms, along with the ability to invite other advisors and manage them as a group. You can stay on Starter as long as you like.
Only upgrading to the Team plan unlocks the team workspace. If you are a solo advisor, Pro is usually the right next step.
Your data stays in Canada. DNA uses Microsoft Azure's Canada East region for storage and Helix conversations. Nothing gets routed through systems outside Canadian data residency.
Getting help
If you run into something the docs do not cover, email support@dynamicneedsanalysis.com or open the contact form inside the app. The Help & Support section of these docs lists known issues and answers the questions we hear most often.