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.
Our initial contract with Wildfire Whitelabel was for $30,000/year, as we progressed we found several alternatives for significantly less. We used this to our advantage to lower the second year to $17,000 with the limitation in the level of support (they call this their "core" subscription). Support has been quite bad.
During our contract, we also asked for quotes on some custom work, but never managed to get an answer (or actual quote). Now two years into our contract, the limitations and lack of development are enough for us to find a different solution. Newcomers to the market like Rafflecopter, WooBox and PunchTab are delivering much better results for a fraction of the price
Gave me a thorough rundown on everything the software does. Sometimes it is difficult to run through it all over the phone/internet, but I was able to figure it out myself.
Wildfire was a merely an adequate social media tool when it existed as a standalone, but it just couldn't compete against other players like Sprout, Falcon, and Sprinklr.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
