Pricing for modern needs analysis.

Choose a plan that best fits your workflow.

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Free

7 days, no credit card
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7 days of full access
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No credit card required
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Up to 3 client accounts
Individual
For advisors looking for an upgrade

$119/mo

Billed monthly
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Unlimited client accounts
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AI-powered insights
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Recommendations & reports
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Priority support
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Team
For growing teams standardizing their practice

$99/seat/mo

Save 17% with 4+ seats
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Includes Individual, plus:
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Shared team workspaces
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Centralized seat management
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Admin controls with audit logs
Enterprise
For MGAs, brokerages and large advisory organizations

Custom

Tailored to your needs
Contact Sales
Includes team, plus:
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Advanced organization controls
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Dedicated success manager
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Custom training & onboarding
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White-label branding

I've sold more insurance using DNA in the last three weeks than I did in the last three months. It pisses me off I didn't use it earlier.

Tyler M.
iA Investia Financial Services Inc.

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