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API
6
App Features
122
Planned
Allow for Business DNA and Financial DNA insights to be available on the participant discovery
App Features
3
Behavioral Translator
App Features
2
Review Login and Sign up options for discovery login flow
App Features
1
Cannot paste HEX into color picker
App Features
1
In progress
Develop Zapier Integration for App Users
App Features
3
Build Insight Export Function (in excel)
App Features
2
Change system timeout setting
App Features
2
Change help icon so it's more intuitive
App Features
1
Social Login for Participants
App Features
1
Add instructions reminder link to every page of the DNA Discovery
App Features
1
Email Named Users if they haven't completed a profile
App Features
1
Live
Check your download folder message when downloading team, comparison and individual reports.
App Features
2
Automated reminders for discovery completions
App Features
2
Communication card as NB insight card
App Features
2
Factor and Subfactor Report for App Users
App Features
2
Add help text linking to the risk portfolio construction details in the app > Risk Card
App Features
1
Make entire bar clickable on user search results page and user cards on Dashboard
App Features
1
Faster searching and locating of clients
App Features
1
Eliminate "sub-groups". Allow for all clients to be in one account and sorted by tags.
App Features
1
Social login for DNA users (administrators)
App Features
1
Social login for DNA users (administrators)
App Features
1
Migrating the DNA API [POSTs]
App Features
1
Migrating the DNA API [GETs]
App Features
1
Ability to search for emails when inviting staff / named users.
App Features
1
Allow Staff and Users to be mixed on reports
App Features
1
Update the Financial Behavior Report
App Features
1
Update the Work Talents Report
App Features
1
Build Financial DNA Native Report - Fin. Behavior Comparison (HTML on screen)
App Features
1
Dark Mode
App Features
1
Change sort order for the insight cards on screen
App Features
1
Ability to PDF the cards on the user's screen to produce your own custom report
App Features
1
Add Strength and Struggle cards for the Financial Behavior and Work Talents toggle
App Features
1
Sort user list
App Features
1
Highlight (or bold) Most and Least in Instructions
App Features
1
More control to customize the investor dashboard following a discovery completion
App Features
1
Add default tabs for Financial Behavior and Work Talents
App Features
1
Ability to remove people from accounts
App Features
1
Improve the named user seat count
App Features
1
If user has already granted access to support, link goes away
App Features
1
Update typo in Financial Behavior Report
App Features
1
Update the warning on the Legacy Reports cards
App Features
1
Add the Comparison Report to the Work Talents Toggle
App Features
1
Clarify tag options and add help link
App Features
1
Update helix to new design on app page
App Features
1
Customizable Report Names for 4 PDF Reports
App Features
1
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