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Umlaut Review

1

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Excellent

Revainrating 5 out of 5  
Rating 
5.0
Business Services Providers, Business Finance

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Description of Umlaut

We supercharge your financial advisory firm’s success by helping you take control of your data, improve your processes and ensure you’re ready for the future. Thanks to a combination of strategic advice and a suite of exceptional tools, your business will be set up for growth in a heartbeat.

Reviews

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Type of review

Revainrating 5 out of 5

Very user friendly and accessible tool for quick implementation of advisory services

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…

Pros
  • Also helpful having all investments tied directly onto dashboard rather than needing separate apps per product purchased by customer.
Cons
  • Some disadvantages