Trust Score
Goal-based investing service with tax-loss harvesting, automatic rebalancing, and personalized advice....
Reviews (30)
Almost perfect, just a few tweaks needed
Overall a very positive experience. The platform is well-designed and feature-rich. My only minor complaint is that customer support response times could be slightly faster, but when they do respond the quality of help i…
✓ Pros
Improving regularly
✗ Cons
Could offer more educational content
Used for: 1-2 years
Solid platform with great features
Very good experience overall. The platform is well-maintained and regularly updated with new features. Fees are transparent with no hidden charges. Slight delay in one withdrawal but it was resolved promptly.
✓ Pros
Clear pricing
Used for: 6-12 months
Good platform, would recommend
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
Reasonable fees
✗ Cons
Mobile app has minor bugs
Used for: 6-12 months
Needs improvement in several areas
It gets the job done but I expected more. The interface feels dated compared to newer competitors and some features that should be standard are missing. Customer support eventually resolved my issues but it took longer t…
Used for: 3-6 months
Neither great nor terrible
Mixed experience so far. The platform has some genuinely good features but also some frustrating limitations. Customer support is hit or miss - sometimes excellent, sometimes slow to respond. For the price point it's acc…
✓ Pros
Some good tools
Used for: 2-3 years
Great experience, highly recommended
Solid platform that delivers on its core promises. The fees are competitive, execution is fast, and the interface is user-friendly. A few advanced features I'd like to see added, but for most users this will be more than…
Used for: 2-3 years
Needs significant improvement
Regret signing up. The platform doesn't live up to its marketing promises. Fees are higher than stated, the interface is confusing, and getting help from support is a frustrating experience. Would not recommend.
✓ Pros
Competitive on some fees
✗ Cons
Limited features
Used for: More than 3 years
Highly recommend to everyone
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
Excellent customer service
✗ Cons
Minor UI improvements possible
Used for: 2-3 years
Couldn't be happier with my choice
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
User-friendly interface
Used for: 6-12 months
It's okay but nothing special
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
Basic features work
✗ Cons
Customer support is slow
Used for: 1-2 years