It is very simple to use and provides a good visual representation to the client who may not understand the dynamics of a portfolio but can still communicate effectively to where the material is understandable and relevant. Review collected by and hosted on G2.com.

Nothing major. Some minor caveats. I would like to see a copy portfolio feature to where you can bulk move all the positions to cash instead of having to click on them individually or the alternate step of remembering what the account balance is when you create a new proposal if you don't copy the holdings. The RTQ only has positive or negative in regards to the market and confident or anxious in the financial future. I wish those had a third option in the middle. Review collected by and hosted on G2.com.