Consolidate all your financial accounts in one secure location to gain a comprehensive overview of your wealth. Track net worth, monitor progress towards goals, analyze investments, and access research reports. Connect with a financial advisor for personalized assistance.
What We Love
- π Intuitive UI and navigation
- β Improved stability recently
- π‘ Great idea for wealth management
- π Helpful for viewing balances
- β¨ Nice visual appearance
Room to Improve
- π Woefully basic and buggy
- π Limited functionality
- π Slow to load
- β Inaccurate account balances
- π« Can't view individual stock info
- π© Tiring multi-factor authentication
- π΅ Confusing display
- π± Text too small
- π§ App still in beta
- β οΈ Not trustworthy
- π Old app and website much better
