Great Risk Questionnaire technology but watch out for Autopilot license and fund partner program trapDecember 29, 2023Verified UserManager in Professional Services (1-10 employees employees)Use Cases and Deployment ScopeIt assists us with assessing clients risk tolerances thru an easily emailed risk questionnaire. ProsRisk QuestionnaireConsMore ethical sales teamAutopilot trading license is way overpricedtrading software slow upload timesReturn on InvestmentHas greatly assisted in the risk questionnaire areaOther Software UsedeMoney Advisor, Morningstar Advisor Workstation, Redtail CRM