Trust Score
Goal-based investing service with tax-loss harvesting, automatic rebalancing, and personalized advice....
Reviews (33)
Outstanding support and features
Best decision I made was switching to this platform. The migration was seamless, the interface is far superior to what I was using before, and the fees are significantly lower. I only wish I had made the switch sooner.
✗ Cons
Could add more advanced features
Used for: 3-6 months
Middle of the road experience
Okay for what it is. Not the best option available but not the worst either. The platform is stable and I haven't lost any money, which is the most important thing. Just don't expect a premium experience.
Used for: 1-3 months
Incredible platform, love it
I've been using this platform for over a year now and I couldn't be more satisfied. The interface is intuitive, fees are competitive, and customer support has always been responsive and helpful. Highly recommend to anyon…
✓ Pros
Regular updates
✗ Cons
Could add more advanced features
Used for: Less than 1 month
Five stars isn't enough!
Outstanding platform that has genuinely improved my financial management. The analytics tools are powerful, the interface is clean and modern, and the team clearly cares about user experience. I've recommended it to all …
Used for: More than 3 years
Very good overall, minor improvements needed
Good platform overall. The technology is solid, security is strong, and the range of features covers most of what I need. Would give five stars if the customer support was available 24/7 rather than just during business …
✗ Cons
Support could be faster
Used for: 1-2 years
Middle of the road experience
Has potential but needs work. The core service is functional but there are too many rough edges. Verification took longer than advertised and the mobile app needs significant improvement. Hopeful they'll address these is…
✓ Pros
Some good tools
Used for: 1-2 years
Mixed feelings about this service
Decent service but nothing that makes it stand out from competitors. The basic functionality works fine but some of the advanced features feel half-baked. I'm continuing to use it but actively looking at alternatives.
✓ Pros
Functional platform
Used for: 1-3 months
Brilliant service, will use again
After trying several competitors, I finally found a platform that delivers on its promises. The security features give me peace of mind, the mobile app is excellent, and the rates are among the best I've found. Five star…
✗ Cons
Minor UI improvements possible
Used for: Less than 1 month
Absolutely outstanding service!
Best decision I made was switching to this platform. The migration was seamless, the interface is far superior to what I was using before, and the fees are significantly lower. I only wish I had made the switch sooner.
✓ Pros
Strong security
Used for: 3-6 months
Okay for basic needs
Middle of the road. Works as advertised for the most part. Had one issue with an account verification that took several days to resolve. The platform itself is functional but lacks the polish of top-tier competitors.
✓ Pros
Basic features work
✗ Cons
Fees could be lower
Used for: More than 3 years