This integration is designed to solve a problem currently existing for advisors. Advisors are interested in Behavioral Finance, view it as the future, but are unsure of how to integrate it with their existing processes and technology. Financial DNA is committed to creating deep integrations to unlock the power of Financial DNA within firm’s existing tech ecosystems.
“Schwab understands the value of behavioral finance research, and we see them as a leading custodial partner in this emerging space,” says Hugh Massie, Chairman & CEO of DNA Behavior. “We are excited to complete this integration as it will help advisors access practical, easy behavioral finance technology directly within the Schwab Advisor Center ecosystem.”