Review on Umlaut by Russell Roberson

The platform is very easy-to use with no need or learning curve required! I love how simple it makes my day job as an advisor much easier (and faster!). It's also great that they offer so many different types/categories when creating new accounts - this helps me better understand what type(or category) fits best into each client situation / goal we're trying achieve together at any given time. Overall pretty happy about everything thus far but would like more flexibility within certain areas such as email marketing automation if needed down the road. Have been able solve most issues quickly through their support team which has made things go smoothly overall.- Integrations between platforms are not always seamless across products. For example using Wealthfront vs YNAB can sometimes cause some confusion around tax reporting since both have slightly differing methods from one another regarding taxes owed etc., however once figured out there isn't too big.