Financial DNA Supporting Leading Financial Advisory Firms

The Dumbarton Group and Coddington introduce Financial DNA, an innovative proven customer relationship tool, to financial advisors

The Dumbarton Group and Coddington team to deliver Financial DNA to the leading financial advisory firms in the United States.

We believe the Financial DNA process provides a superior discovery system for knowing the client" because of a strong focus on qualitative human characteristics. A unique feature of Financial DNA is the ability to deliver a systemized solution that will enable advisors to work with clients beyond the numbers." The Financial DNA system can be tailored to interface with financial advisory firms existing solutions on a user-friendly basis and with low establishment costs.

For additional information: info@dumbartongroup.com