DNA Behavior Announces Integration with Schwab Advisor Center
Integration connects Financial DNA to Schwab Advisor Center, enabling mutual advisor-clients to access to Schwab Advisor Center directly from DNA platform
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ATLANTA, Dec. 10, 2020 /PRNewswire/
DNA Behavior International, the behavioral science tech company that enables financial services organizations to access validated behavioral insights via its all-in-one cloud-based platform, announces a new integration with Schwab Advisor Services™ allowing mutual independent advisor clients to access the Schwab Advisor Center™ directly from the Financial DNA platform.
Hugh Massie - DNA Behavior International Schwab understands the value of behavioral finances 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