[codingdave]

Well, if the guy selling it isn't worried, we're in the clear, right everyone? /s

I liked the description of the product when I first read it. I really did. But I'm losing confidence the more OP keeps pushing in the comments.

This might be a decent product, but I'm wary of someone who is pushing hard to let them create investment accounts on other platforms on our behalf. It just feels like the kind of thing that when it blows up in the future, hindsight will say, "Why did you let someone do that in the first place?"