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AltoIRA Review

3

Β·

Very good

Revainrating 4.5 out of 5Β Β 
RatingΒ 
4.7
Vertical Industry, Financial Services

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Description of AltoIRA

Alto delivers an easy-to-use, automated process for investing in alternatives with your IRA savings.

Reviews

Global ratings 3
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    2
  • 4
    1
  • 3
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  • 2
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Type of review

Revainrating 4 out of 5

Smooth process once things begin: AltoIRA

I like that it is very user friendly, simple to use and you can set up alerts as well. It's also free so there are no additional costs or fees. Nothing really. There isn't much else about this software because it does what its supposed to do. The only thing i dislike is how slow their customer service is at times. That said they have great support staff but sometimes when you need faster answers/service, you may be waiting hours before someone responds. If you're looking for something quick…

Pros
  • They offer tax free accounts too making sure anyone would benefit from these services!
Cons
  • Honestly nothing comes immediately off hand just trying different platforms

Revainrating 5 out of 5

Software for Estate Planning and Trust Administration

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…

Pros
  • Very easy interface
  • Easy access across devices, desktop & mobile
  • Mobile app makes working remotely much more efficient :)
  • Ability for client sign in with just 1 click per day = less work needed in terms tracking down who needs what done next etc.
  • Tracking system logs EVERYTHING!! So no need worry about lost documents anymore ! : ) No longer have worries over whether an important document got misplaced somewhere..it'll always appear within seconds upon

Revainrating 5 out of 5

Alti - good experience so far with their customer service

I like that it is so simple to use - you don't have too many options or choices when selecting investments/ETFs etc as everything has been built into one platform (Alti). It's not always clear what each investment means but this could be improved by adding more information at times which can sometimes make things difficult if there are no details available online about certain products e g ETF listings! But overall good product from Alti who seem very responsive via email & live chat support…

Pros
  • Also offers competitive fixed fee commission rates compared against others such market standard firms providing similar functionality