A new tool for advisors

CLS Autopilot is an automated asset management tool for advisors
that is designed to enhance the client experience

Product Summary

CLS Autopilot combines CLS’s asset management and track record with Riskalyze’s quantitative innovation of the Risk Number®, into a seamless end-to-end self-service experience for advisors and their clients. This isn’t set it and forget it, this is client service – evolved.

Autopilot allows you, the advisor, to cater to next-generation clients and profitably serve clients who may be below the advisor’s current investment minimum. This white-labeled product is unique to each advisor, and allows you to segment and grow your businesses without adding to your back-office workload.

Clients can enjoy the benefits of online account opening, in addition to the expertise and experience of a financial advisor.

Product Value Add

  • Functions as direct business with your firm through a solicitor agreement with CLS.
  • Provides you with a unique portal, powered by CLS and Riskalyze, for clients to do online business with your firm.
  • Features an online account opening process with e-signature, which can include your firm’s account forms, if the home office consents.

Automate Asset Management.


Offers next-generation client service for your firm.

Be Human. Stay Online.


Allows you to remain competitive with modern technology, as well as maintain their personal touch.

Neutralize the Robo Threat.


Provides technology to maximize your advantage by reducing the cost and complexity of serving clients.

Cultivate Growth.


Services next-generation clients now and allows you to be ready for them when they grow.

Open New Accounts.


Allows clients to pinpoint their Risk Number®, sync outside assets, open their new account, and e-sign paperwork.

Expand Client Base.


Gives you the opportunity to serve clients, large and small, by offering a tiered service model.

Questions?

To submit a financial transaction, please call (888) 455-4244 for assistance. Financial transactions submitted through this form will not be processed.

 Independent RIA