Entries by Ryan Scott

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 […]

Customized Experiences Include Helping Investors Manage Market Fears

Before I jump into this product announcement, I would like you to know that we planned this launch months ago, long before there were hints of our current market disruption. While Market Mood does aid in managing client’s fears in volatile markets, our intention is not to attempt to capitalize on these difficult times or […]