Its ability to help clients and advisors visualize their financial portfolio in a clear, easy-to-understand way is a major strength. It can be presented in whatever format feels most intuitive, whether that’s a list view, the "Asset-Map" view, a balance sheet, etc. Target Maps have a huge impact as well. People can go to anyone for money management, but we are PLANNERS, and our value lies in being able to measure the impact of decisions and guide clients toward choices that move them closer to their goals—which is ultimately what people are looking for.
We also love, love, love the questionnaire. It’s visually appealing and high-level, and it gets us the information we need without feeling too intrusive. Discovery has always been a roadblock, and this makes that process much easier. Keep up the great work! We love LJ and Michael and are very impressed with the service we receive. Review collected by and hosted on G2.com.
I think there’s one major area where there’s room for improvement. Personally, I’d like the ability to adjust rates of return per account, rather than having a single rate applied across the board. Having one ROR doesn’t really help facilitate discussions around portfolio construction or sequence-of-returns risk, and it also doesn’t allow us to properly illustrate the impact of lost opportunity cost for clients who hold large cash positions or for clients whose positions are too risky. It’s also possible I’m missing something on my end.
In addition, it would be helpful to have a way to share documents through the client portal. That said, I realize this could create a bigger storage and management issue. Maybe something like a Box.com integration with the client portal could address that? Review collected by and hosted on G2.com.
