Review on Genivity by Dusty Oner

I like that it’s easy for me to interact with my client, which makes managing their investment portfolio much easier than using other platforms or software. The interface could be improved in some ways but overall we are very happy with how well it works as it is right now. It can sometimes be difficult to find information about specific investments within your account. We do not use any of our own money so this isn't something we have needed to address yet. If you're looking at getting started with investing then I would highly recommend giving genivity a try! Our goal was to make it easier for us to manage our clients' portfolios.