Great Risk Questionnaire technology but watch out for Autopilot license and fund partner program trap
Use Cases and Deployment Scope
It assists us with assessing clients risk tolerances thru an easily emailed risk questionnaire.
Pros
- Risk Questionnaire
Cons
- More ethical sales team
- Autopilot trading license is way overpriced
- trading software slow upload times
Return on Investment
- Has greatly assisted in the risk questionnaire area
Other Software Used
eMoney Advisor, Morningstar Advisor Workstation, Redtail CRM