What's great
Love how simple it is and that account linking is optional
vs Alternatives
I’ve been using Betterment but the fact that this builds tailored portfolios is a step up.
What security measures protect connected account data?
You don't need to connect your accounts, so your financial data is private.
Does it support two-factor authentication and encryption?
Yep!
How accurate is the net worth and cash flow tracking?
As long as you're entering all of your information, super accurate
Ratings
Ease of use
Reliability
Value for money
Customization
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