Everything an advisor needs, in one place.
From a client's first document to the signed compliance file. Here is what DNA does, and how each piece works.
Drop in the file. Skip the form.
Nobody got into advising to fill out forms, so DNA doesn't make you. Hand it a document the client already has, at intake or anywhere mid-case, and it pulls the details into the file for you.
- No forms unless you want them
- DNA reads what the client already has and fills the profile, so you start from filled-in, not blank. Type things in yourself only if you prefer to.
- Any document, any time
- Not just onboarding. Drop in a new statement or policy mid-case and DNA surfaces what it finds straight into the file.
- Reads, sorts, and flags
- Statements, policies, spreadsheets, a photo from a phone. DNA sorts each into the file and flags anything it is unsure about for your review.
Drop in a statement, a policy, a photo of a page. DNA takes it from there.
An assistant that already knows the client.
Ask Helix to research a situation, draft a change to the file, or answer a planning question. It works from the client profile and the documents on file.
- Grounded in the file
- Helix works from the client profile and the documents you uploaded, not a generic answer.
- You approve every change
- It proposes edits to assets, debts, coverage and beneficiaries. Nothing saves until you say so.
- Plain-language answers
- Ask a planning question and get a clear answer, with the client context already loaded.
Size every risk before you recommend a thing.
DNA runs the needs analysis for you. It reads the client profile, works through each risk and puts a dollar figure on the gap, then maps a strategy to it.
Reads the profile, sizes each risk
DNA works through the client file and puts a dollar figure on every risk, with the math you can open and change.
Splits the need, maps a strategy
It divides the total need across term, permanent and living benefits, then recommends a strategy for each gap.
Writes the report they can read
An executive summary, ranked risks and your options, in plain language and ready to put in front of the client.
The compliance file builds itself.
Every client profile generates the documents the file needs, tracks them through signature, and keeps a record of who did what and when.
- Generated from the profile
- Every client profile generates the documents the file needs: advisor disclosure, privacy consent, fact find, needs analysis, reasons-why letter and cover letter.
- Signed without leaving DNA
- Send each document for e-signature and track every signer through to completion.
- An audit trail, and a clean export
- An append-only record timestamps every action, with a one-click case package to download when the file is done.
Built from the Delgado client profile
Put it to work on a real case.
One case is all it takes to see the difference.
Drop in one client file. DNA sizes every gap, drafts the strategy, and builds the compliance file as you work.