What do you like best?
The UI is very clean and intuitive, and it proves to be a great tool to easily demonstrate risk and retirement goals to clients.
What do you dislike?
I think it's great as it is. It's not super robust or complicated, but that is a good thing when you are using it for client meetings.
Recommendations to others considering the product
This integrates really well with other platforms, and it's easy for the customer to complete the risk survey through an e-mail link.
What business problems are you solving with the product? What benefits have you realized?
We are able to track a client's risk tolerance, which not only makes them more comfortable, it also keeps us compliant that we can show clearly we know our clients needs.