5 Effective Ways to Boost Your Business Referrals

Would your clients recommend you to a friend? This seems to be a quite easy and straight forward question. After all, any business owner can name at least one satisfied client that would be more than willing to vouch for them and recommend them to a friend. Or so they think.  You see, when it comes […]

Scheduled Maintenance Planned for August 1

Who this impacts:All users of the DNA Behavior Platform (API users and Parters, Enterprise users, and Retail Subscription users) What is happening:Over the past year, we have launched several new features such as the DNA API and the all-new Financial DNA Investor Experience that have increased the demand on our DNA platform and cloud-based Microsoft Azure hosting network. To keep up […]

4 Critical Questions Financial Advisors Need to Answer Now

4 Critical Questions Financial Advisors Need to Answer Now

Amid the COVID-19 pandemic, financial advisors amongst other professionals are facing new challenges in the way they manage their clients’ investments and communicate with them. It is no secret that no matter how many financial crises we have gone through in the past, these are uncharted territories that we are all learning to navigate. As […]