Review Detail
Overall rating
4.6
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
4.0
Integrations
3.0
Security
5.0
Training
5.0
Support
5.0
Pricing
5.0
Great value for advisors who have straightforward investment management processes.
I'm glad that I found this firm as it fits my practice really well from a cost and functionality standpoint.
User Review
The Good
Friendly and responsive crew; always looking to improve the product (especially based on feedback from advisors); takes you straight through from rebalancing to trade approval to uploading trades straight to custodians; pretty decent reports (especially welcome as I don't do discretionary trading and must show my clients my rebalancing proposals); cost is very reasonable.
The Bad
If you have a lot of customized needs, this may not be the system for you. Be sure that this will meet your needs before you dive in. It's only available right now for advisors who use Portfolio Center as their portfolio management software.
The Bottom Line
Great value with committed owners/developers.
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