Dynamic Needs Analysis (DNA)

Dynamic Needs Analysis (DNA) was built to modernize needs analysis for insurance and financial advisors. After years of seeing needs analysis handled with spreadsheets, paper, and outdated tools, we created DNA to make the process more structured, digital, and easier to explain - so advisors can deliver clearer recommendations with less friction. DNA is software built for individual advisors, brokerages, and MGAs. Helix, DNA’s built-in AI, helps advisors turn client information into clear insights and client-ready communication - without replacing professional judgment.