I love that I can easily walk a client through the current risk of their portfolio and the recommended changes. The stress-test feature is also very useful. The best aspect for me is the rebalancing. It is easy to use their models, create your own, and trade on your preferred platform. It saves valuable time. I have been an early adopter and it would take quite a bit for me to look at another resource. The customer support is efficient and effective as well. Review collected by and hosted on G2.com.

Sometimes it feels like walking through the risk tolerance exercise with clients is a little repetitive. I try to guide them through the process but it can seem like an optometrist appointment. Which is better? Lens 1 or 2? Review collected by and hosted on G2.com.