In early March, we will be adding a new rate-limiting policy for the DNA APIs. This upgrade is to ensure site availability and security in support of all of our customers and partners. While we do not publish a rate-limiting policy, we might temporarily rate limit if we identify traffic that appears to be abusive. […]
During a recent presentation, I shared our unique DNA Behavior Discovery assessment process (think probing questionnaire) on screen and a skeptic gasped, No one will spend the 10-minutes to do this. I found this surprising and it has still not escaped me. With all the time we spend on inane things (satirical YouTube videos, social […]
When we design feature improvements for Financial DNA, we look at the hot topics that are raised in our Wealth Mentor training and Advisor Community events. Last year, a hot topic was, how to build client trust. I am excited to announce that today, we released an update to the Trust scoring model for Natural […]
I was lucky to be part of the team representing DNA Behavior International at a recent 24-hour event in which teams competed to prototype technology for PNC Banks Asset Management Group. We were there alongside other API (application program interfaces) solutions vendors including Microsoft, IBM, and Envestnet Yodlee. The competition was a great opportunity to […]
