Trust Score
Multi-family office serving ultra-high-net-worth clients with bespoke investment solutions and concierge services....
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…
✓ Pros
Great mobile app
✗ Cons
Could add more advanced features
Used for: Less than 1 month
Complete disaster. Lost money due to what appears to be a technical error on their side and they refuse to take responsibility. Support is useless, the platform is unreliable, and I strongly advise everyone to stay away.
✗ Cons
Hidden fees
Used for: Less than 1 month
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…
✗ Cons
Missing key features
Used for: Less than 1 month
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.
Used for: 6-12 months
Exceptional service from day one. The onboarding process was smooth, verification was quick, and I was up and running within minutes. The platform's features are comprehensive and the execution speed is impressive. This …
✗ Cons
Minor UI improvements possible
Used for: 1-2 years
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
Verification process too slow
Used for: More than 3 years
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…
✗ Cons
Could add more advanced features
Used for: More than 3 years
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
✗ Cons
Customer support is slow
Used for: Less than 1 month
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
Basic features work
✗ Cons
Missing key features
Used for: Less than 1 month
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.
Used for: 6-12 months