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1 Level
1304 Review
59 Karma

Review on AskTrack by Scoony Taker

Revainrating 5 out of 5

Great investment advisor toolset/platform

I like that it allows you to create your own custom plans or use their pre-built templates, depending upon which one best fits what you need at this time of year! It's easy enough for anyone with little experience in investing (or even those who have some) but requires advanced knowledge if you want all bells & whistles. The customization options are limited compared to other products out there - not surprising given they're an online platform rather than software designed specifically around financial advice services. If you don't mind doing most things manually then maybe give them another chance? They've got great customer service so far though we haven't had any issues yet, and our client satisfaction rate has been high since launch as well. We were able to get up and running quickly without needing too many resources from outside sources; however when working within large organizations sometimes getting buy-in can be challenging. This product helps us ensure clients understand how complex tax rules change over time - something no.

Pros
  • Customizable investment planning tools.
  • Client support team is responsive both through phone calls / email correspondence alike.+1
Cons
  • Some difficulties