DNA Invest: Coding Personal Financial Outcomes

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Retirement plans, risk profiles and DNA portfolios for your clients, in one place.

attooh! Financial Wellness · FSP 32189

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Plan your clients' retirement with the DNA Invest funded ratio, and keep the advice trail in one place.

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DNA Invest: Coding Personal Financial Outcomes

attooh! Financial Wellness · FSP 32189

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DNA Invest is an advisor platform offered by attooh! Financial Wellness (Pty) Ltd, an authorised Financial Services Provider (FSP 32189). It supports advisors and does not itself constitute financial advice; all advice is provided by the licensed advisor using the platform. Collective Investment Schemes are generally medium to long-term investments. The value of participatory interests may go down as well as up and past performance is not necessarily a guide to future performance.

POPIA. Personal information captured here is processed to administer enquiries, advisor accounts and client records, and to meet record-keeping duties under FAIS. Requests for access, correction or deletion go to privacy@attooh.co.za.

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