The layout of the client presentations and the response time by the team in the "chat" feature when a question comes up Review collected by and hosted on G2.com.

Would be helpful to build in private strategies Review collected by and hosted on G2.com.

The data shown in various graphs and charts. Review collected by and hosted on G2.com.

Sometimes the length of various reports is a bit overwhelming. Also I wish there was an easier way to save a clients risk tolerance results individually vs downloading a report and extracting the two pages. Review collected by and hosted on G2.com.

many things: Stress Test Summary, portfolio statistics. Review collected by and hosted on G2.com.

sometimes I would get inaccurate data that needs to adjusted. Review collected by and hosted on G2.com.

Upside/Downside arrows that show risk in allocations. Review collected by and hosted on G2.com.

sometimes it seems the results contradict itself with correlation and beta. Review collected by and hosted on G2.com.

I like how the reports were generated and how we can compare multiple portfolios. Review collected by and hosted on G2.com.

The chat customer service, for most of the time it didn't work for me. Review collected by and hosted on G2.com.

Client facing presentation, risk in dollars, fee analysis Review collected by and hosted on G2.com.

Would like to see stock overlap on the main page. Review collected by and hosted on G2.com.