Terrific net worth reporting tool! The seamless connectivity to our bank, brokerages and financial providers just works, and it works all the time. Separate portfolios based on ownership and ability to integrate them for a consolidated view allows us to have good internal discussions about individual holdings without losing track of the big picture. The simple user interphase is refreshing, as the visual focus is on the numbers and the portfolio actions that can be taken.
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Alice, Customer Support
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