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
- 👍 Intuitive UI and navigation
- ✅ Improved stability recently
- 💡 Great idea for wealth management
- 📊 Helpful for viewing balances
- ✨ Nice visual appearance
Room to Improve
- 🐛 Woefully basic and buggy
- 📉 Limited functionality
- 🐌 Slow to load
- ❌ Inaccurate account balances
- 🚫 Can't view individual stock info
- 😩 Tiring multi-factor authentication
- 😵 Confusing display
- 📱 Text too small
- 🚧 App still in beta
- ⚠️ Not trustworthy
- 👎 Old app and website much better
