5
4
3
2
1
Ease-of-use
4.2
Customer Support
3.7
Value for money
3.5
Functionality
3.9
"This product helps me set up investments for clients that meet their objectives and investment attitude in an easy to use format. Clients appreciate and understand it quite easily."
"It is VERY helpful on the Compliance side since the number is based on a client approved questionnaire that uploads into our CRM."
"Ease of use for the prospect or client. The fact that we can deploy a link out to someone that we are reviewing or onboarding is key."
"My problems is with the predictor contract, You can't get out of it but for thirty days a year. If you miss the thirty day window you are stuck paying another four thousand dollars until next year."
"The coin toss risk scoring questionnaire is not easy for clients and came up with vastly different risk scores than other risk scoring methods I have used."
"The rest of the technology and service behind it sucks."
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