TrustRadius Insights for Nitrogen Growth Platform are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.
Pros
Risk Assessment: Users appreciate the unique spin on risk assessment and how it quantifies their portfolio to match their risk tolerance. Many reviewers have stated that this makes client conversations easier to conduct, and they love being able to customize the questionnaire to match their clients' portfolios.
Ease of Use: Reviewers consistently praise Riskalyze's ease of use, which has made it an invaluable tool for both internal office staff and clients. It is simple, clean, and very user-friendly. The software also syncs with broker dealer accounts quickly, saving users time in analyzing portfolios.
Customer Support: Several users found Riskalyze's customer support team to be the most helpful thing about the software. They appreciated that financial advisors were knowledgeable and provided various solutions to one problem so that clients could choose a better option. Additionally, many reviewers praised the fast response times from customer support staff who are always willing to assist them quickly.
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.