Trust Score
Goal-based investing service with tax-loss harvesting, automatic rebalancing, and personalized advice....
Reviews (29)
Too many problems to recommend
Frustrating experience overall. The platform works sometimes but has too many outages and technical problems. Customer support acknowledged the issues but couldn't provide a timeline for fixes. Looking to move elsewhere.
✓ Pros
Competitive on some fees
✗ Cons
Higher fees than advertised
Used for: 2-3 years
Couldn't be happier with my choice
This platform has transformed how I approach my finances. The automated features save me hours every month, and the returns have been consistently above my expectations. The team is clearly expert in their field.
✓ Pros
Fast execution
✗ Cons
Minor UI improvements possible
Used for: 1-2 years
Mixed feelings about this service
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.
✓ Pros
Some good tools
✗ Cons
Mobile app needs work
Used for: More than 3 years
Average experience overall
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
Reasonable security
Used for: 1-2 years
Almost perfect, just a few tweaks needed
Great service with only minor room for improvement. The main platform is excellent but the educational resources could be expanded. That said, for experienced users this is a top-tier option with competitive pricing.
✓ Pros
Clean interface
Used for: 3-6 months
Very positive experience
Great service with only minor room for improvement. The main platform is excellent but the educational resources could be expanded. That said, for experienced users this is a top-tier option with competitive pricing.
✓ Pros
Clear pricing
✗ Cons
Some advanced features missing
Used for: 2-3 years
A game-changer for my finances
Simply put, this is the best service in its category. Fast, reliable, secure, and with excellent customer support. I've been a loyal user for two years and have never had a serious issue. The continuous improvements show…
✓ Pros
Fast execution
Used for: 3-6 months
Reasonable service for the price
Average experience overall. Some things work well, others need improvement. The fees are reasonable but not the cheapest available. I'd say it's adequate for basic needs but power users will likely be frustrated.
✓ Pros
Basic features work
Used for: 6-12 months
Exceptional experience from start to finish
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
User-friendly interface
✗ Cons
Could add more advanced features
Used for: 1-3 months
Incredible platform, love it
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 …
✗ Cons
Minor UI improvements possible
Used for: More than 3 years