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
Likelihood to Recommend
From experience, be very careful of the sales department attempting to sell you autopilot or additional licenses that they will tell you, you dont have to pay for because your assets with one of their fund partners qualifes you for free licenses. In my opinion, I woudn't say we were scammed but were sold on this fact, and they over subscribed us licenses includding one Autopilot licensed which we didn't need. Now, that the fund drop out of the NTF program they are full boating us the $1300 per month for licenses. Their remedy was for us to sign a new 12 month agreement, and they dropped the Autopilot license. Since the CEO has left this year, the name and sadly the company has changed.
