Entries by Ryan Scott

Crucial Stock Market Takeaways from COVID-19

This last year will forever be remembered by investors for the impact of the COVID-19 pandemic. Global stocks suffered some of the quickest declines on record, and financial advisors around the world were faced with the daunting task of managing their client’s reactions to the pandemic. If you had any discussions with your clients about […]

Your Firm Isn’t Ready for ESG – Prove Me Wrong

For years, the DNA team has been writing about how the world is moving to a place where everything is hyper-personalized for every customer in every interaction. Lately, firms have been approaching us for the most personalized investment service we have seen, ESG investing. Are we finally here? Is everything personalized yet? I think not. […]

Scheduled System Maintenance: October 5th

Who this impacts: Users of the new Financial DNA investor experience and the DNA API What is happening: From time to time, our hosting provider, Microsoft Azure requires DNA to update systems to maintain uptime, scalability, and security best practices. Microsoft Azure has recommended that we restart our systems to apply new settings available. Most […]

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 […]