Review on AltoIRA by Luis Tuazon

I like that it's simple to use once you get familiarized; however there are some features missing from their platform such as portfolio optimization or tax loss harvesting which is something we're looking into implementing soon! We've been able solve our compliance issues by using this tool effectively - especially when managing multiple accounts at one time (elderly clients). It has made my job easier since i can see all of them together instead having to go through each account individually if they were not linked properly before now :) Highly recommend getting started sooner rather than later so everything works seamlessly without any glitches along way ;) Compliance reporting was also simplified greatly because every transaction gets logged right away unlike other platforms where sometimes transactions don't show up until weeks after being entered manually via paper forms ;-) Tax Loss Harvesting/Portfolio Optimization would be nice additions but those aren’t available yet either :( Great.