Financial Info not updated since 1/1/2025.
Hi, since the new year, the data within the application is no longer visible, other than the balance from 12/31. Please correct this issue, since I find the data very important to track the performance of my investments. Thanks!
A great app for managing your finances
A great app that helped me get my finances in order. Easy to use with helpful alerts that help me keep track of important movements in the markets and how they affect my wealth.
Advisor
Just started using and so far so good. Easy to use. It's nice to have all my accounts in one place where I can easily manage them to help reach my goals.
User
Great app. Really pulls all of your finances together. Really good on the go to quickly check your finances and be on top of everything going on in the market.
Great App
Super info. See everything in one place. Performance numbers and content are siper
Associate
This is a wonderful platform. The aggregation of accounts is super helpful and navigating the system is intuitive and easy. It has made checking my portfolio as easy as checking Facebook or Twitter. Love it!
Excellent
Really easy way to track and manage my finances
Simple and Friendly
Easy to use and gets job done. Nice improvements on letting see exposures.
Love this App!
This app is great and easy to use! Easy to track my financial goals and see everything in one place.
Really helpful app for feeling in control
Pulls everything together so you can see it in one place. Calculates performance on all my investments no matter where they are. Also track progress to goals. Great App!
