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Terms of Service ← Capability showcase A behavioral risk profile
Financial DNA A guided assessment that reads how someone actually behaves with money, then produces a persona and risk profile. The path adapts to answers, skipping prompts that no longer apply.
What this demonstrates: A long, multi-step human-in-the-loop assessment that branches on the answers it collects.
Begin the assessment A short, guided sequence Answer behavioral prompts One focused question at a time Adapt to the answers Some prompts are skipped when not relevant Continue Skip ahead Compute persona and risk profile Scored from the full set of answers Review the profile Confirm or revisit Financial DNA profile Reusable across the platform Reading the diagram Start. Where the flow beginsAutomated step. The engine runs it, no input neededDecision. The flow branches on a conditionHuman step. The flow pauses and waits for a personEnd. A final stateThis is the shape of the workflow, not its configuration. The engine that runs it, and the definitions behind each step, stay private.