Likelihood to Recommend It suits well for large clients dealing with lots of data and has robust system of underwriting. There are vast portfolio mix that can be imported from this product and finance companies should have large enough client base to utilise these values
Where It is not well suited, where the client needs more automated capabilities with ready to made recommendations
Read full review 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.
Read full review Pros Easy to read credit details Extensive credit details Up to date credit details Alerts are detectable Business connections to link accounts are easily found Read full review Cons This product should provide portfolio mix encompassing very dissimilar industries more often Should have some AI/ ML capabilities to segregate high risk portfolios as desired one Reporting and Dashboards can be more user friendly Plug and Play Integration with other tools Read full review More ethical sales team Autopilot trading license is way overpriced trading software slow upload times Read full review Alternatives Considered Experian is top notch and what we went with each time! It always delivered and delivered with data. It didn’t leave us making a blind decision. It has vast business reporting. It saved our company time and time again. The data is laid out in a smooth way to follow. It becomes your go to quite instantly
Read full review Trading software called Irebal which was part of TD and is now available for free at Schwab is a much superior trading platform than their autopilot which costs $500+ plus per month. Risk questionnaire is moderately priced but is of good value for a practice looking for efficient way of ascertaining clients risk tolerance
Read full review Return on Investment 5 percent positive impact of total customer attributes 2 percent increase in ROI on acquiring customers 3 percent decrease in default where our segments are used Read full review Has greatly assisted in the risk questionnaire area Read full review ScreenShots