I like that there is a great balance between automated data aggregation and manual data input so that we can completely vie and understand our portfolio on a complete basis. We use the CPA in every investment committee, especially the portfolio breakdown capabilities. We also use the cash projection capabilities in order make our analysis of the portfolio more complete. The easy ro use GWM interface is incredibly helpful especially when teaching new team members how to use the platform. Review collected by and hosted on G2.com.

It is somewhat difficult to track some alternative asset classes like crypto that is not contained within a brokerage account. Massive data uploads feel a little clunky and still require a lot of work. Review collected by and hosted on G2.com.