Review Detail
Overall rating
3.2
Trading Features
3.0
Reporting
4.0
Managing For Tax Efficiency
3.0
Household Rebalancing
3.0
Tax Loss Harvesting
3.0
Trade Order Reconcilliation
3.0
Integrations
2.0
Security
4.0
Training
3.0
Support
3.0
Pricing
4.0
Web-based, affordable with many asset classes, but can be very slow in loading data.
After using the PC version of AllocationMaster for many years, I opted for the web-based version to have access to more asset classes. Unfortunately, the web-based version is not as easy to use or as efficient.
User Review
The Good
Affordable, asset class selection, reporting options.
The Bad
Certain functions can be slow and unwieldy.
The Bottom Line
Works, but needs improvement.
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