Dynamic Needs Analysis

$100M AUM Holds $5M in Life Insurance Revenue.

For every $100M of AUM, there's an estimated $5M in life insurance revenue sitting uncaptured. DNA shows you exactly where it is.

Client Profile to Needs Analysis in Under 15 Minutes.

How long does your current needs analysis process take? DNA gets you from client profile to completed analysis in under 15 minutes - for any case type, including complex corporate structures.

What if you could ask your client data a question and get a real answer?

Helix AI works across your entire book to surface coverage gaps, revenue opportunities, and risks you'd otherwise miss.

Your client files are already full of the data you need.

DNA reads PDFs, spreadsheets, and word docs and turns them into a structured profile - assets, debts, and coverage identified automatically.

The #1 modern needs analysis tool

Built for advisors who put families first.

DNA replaces paper and spreadsheets with AI solutions that help you better serve families, reveal protection gaps, and transform how you deliver advice.

Try it free today.