DCW Management Ltd
Management Consulting - , Auckland, New Zealand
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In April 2014, DCW Management Ltd entered into an agreement to represent DNA Behavior International Ltd in New Zealand. The aim of the enterprise is to promote the concept of Behavioral Finance by using research-driven, cloud-based tools to assist organisations and financial advisers manage client relationships. COMMUNICATION DNA - a simple, inexpensive, easy to access, and brief questionnaire which takes the guesswork out of initial client meetings, and sets the adviser/client relationship on the right path from the beginning. FINANCIAL DNA - a comprehensive discovery and analysis tool which de-risks the financial planning process. and takes a holistic approach to the Investment Behavior Risk, the Financial Behavior Risk, and the Relationship Behavior Risk, as well as addressing NZ compliance requirements. The DNA platforms are fully researched and validated, supported by NZ-based training resources, and represent the most advanced thinking in the discipline of Behavioral Finance.
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