Manage your financial goals and accounts on the go. View holdings, track progress, and securely message your advisor. Deposit checks and transfer funds directly from your device.
What We Love
- 🚀 Efficient and streamlined app
- 👍 Intuitive and user-friendly design
- 🔒 Secure communication with advisors
- 💡 Ability to integrate external accounts
- 👍 Helpful for retirement planning and goal tracking
Room to Improve
- 🐛 Frequent login and Face ID issues
- 🔍 Lack of advanced features and customization
- 🔍 Cluttered and overwhelming UI
- 🔍 Missing key information and data visualizations
