Great portfolio management app
This app pulls all accounts into one macro-view of your investments. It shows where you’re over-invested and recommends steps to rebalance based on your preferences/strategy, (it’s the tool I wish my brokerage/IRA accounts had). It makes it easy to set up financial life-goals and see if they’re really on track, (and helps you to stay on track!). It’s great by itself, or to couple with a portfolio advisor, (though I’m seriously considering losing the advisor). One thing I wish it had: what-if scenarios, so I can simulate different scenarios, (like planing for retirement in different cities/countries). Great tool overall though.
Show more
Easy to use
Enrich is a breath of fresh air. It makes it easy to manage my portfolio across accounts see where I’m off track and tells me exactly what I need to do to fix my portfolio. I really enjoy the rebalance and idle cash alerts.
Intuitive and user-friendly finance tool
Their guided interface breaks down your financial planning in a very simple and easy to follow way.
Great Way To Track Goals
Nice app to track goals
