Review Detail
Overall rating
4.8
Trading Features
5.0
Reporting
4.0
Managing For Tax Efficiency
5.0
Household Rebalancing
5.0
Tax Loss Harvesting
5.0
Trade Order Reconcilliation
5.0
Integrations
5.0
Security
5.0
Training
5.0
Support
5.0
Pricing
4.0
Very Powerful Partner
This is what rebalancing software out to be. Note - we use models, are mostly passive and care alot about tax efficiency. Don't know as much how this would apply to tactical, active approaches.
User Review
The Good
These are very clear thinkers. Using this product made us better advisors. Easy to scan all accounts, spot outliers and do straight through processing, at least with Schwab. We don't use other custodians.
The Bad
It seems expensive, but it will keep us from having to hire other people.
The Bottom Line
Think 10x productivity
Was this review helpful to you?
Comments
Ordering
