So, I've been using their free platform for some time to track our investments. IMO, it's the gold standard for financial tech platforms...at least ones I can access freely. It's very informative, easy to view, and fun to play with if you've never used it.
Obviously, they offer full fiduciary advisement and management services as well. I had a free assessment call with them recently primarily because I happened to answer the phone when they called me. It was an interesting call. I'm intrigued by their vision and concept and love the idea of actually managing everything through their one tool.
Essentially, they work much more near real-time as opposed to a traditional FA and they are highly keyed in on tax harvesting and efficiency and diversifying through low cost ETF's. Their tech allows you to see this all visually in a very slick package as well as the transactional moves they are making on your behalf. They aren't selling their own products and very competitive fee wise.
Curious if anyone uses their full advisory service and your experience with them?
Note: I managed all of this myself until a few years ago and no longer wish to do so.
Obviously, they offer full fiduciary advisement and management services as well. I had a free assessment call with them recently primarily because I happened to answer the phone when they called me. It was an interesting call. I'm intrigued by their vision and concept and love the idea of actually managing everything through their one tool.
Essentially, they work much more near real-time as opposed to a traditional FA and they are highly keyed in on tax harvesting and efficiency and diversifying through low cost ETF's. Their tech allows you to see this all visually in a very slick package as well as the transactional moves they are making on your behalf. They aren't selling their own products and very competitive fee wise.
Curious if anyone uses their full advisory service and your experience with them?
Note: I managed all of this myself until a few years ago and no longer wish to do so.