J'aime la simplicité et l'intuitivité, et l'interface facilite la présentation et l'explication des points clés de l'investissement aux investisseurs novices et expérimentés.
The product cannot produce reports with any of the useful graphs. They told me to cut and paste them and make my own report. Then when I tried to cancel, they started jerking me around. They said I had to talk to their customer service people. I had to do...
The different scenarios are a great talking point with clients and a differentiator from Riskalyze, although the "speed limit" they use is more relatable than a standard risk score. It would be cool to do something unique with the risk score to create a...
Currency settings do not have any impact on the tool, and is a meaningless component. Must upload custom assets to ensure appropriate currency is used. Tool is also of no use when it comes to fixed income investments from a Canadian investor perspective.
J'aime la simplicité et l'intuitivité, et l'interface facilite la présentation et l'explication des points clés de l'investissement aux investisseurs novices et expérimentés.
The different scenarios are a great talking point with clients and a differentiator from Riskalyze, although the "speed limit" they use is more relatable than a standard risk score. It would be cool to do something unique with the risk score to create a...
The product cannot produce reports with any of the useful graphs. They told me to cut and paste them and make my own report. Then when I tried to cancel, they started jerking me around. They said I had to talk to their customer service people. I had to do...
Currency settings do not have any impact on the tool, and is a meaningless component. Must upload custom assets to ensure appropriate currency is used. Tool is also of no use when it comes to fixed income investments from a Canadian investor perspective.