Gabriella Padgett
GBA+ customer service I initially had some difficulty setting up my accounts. The interface was simple and intuitive, but I had a few complex situations that weren’t options. When I got an email offering a live onboarding session, I was pleasantly surprised and even more shocked when a live person hopped on a zoom to walk me through my specific situation ( not a conference call with 100’s of people, but a 1:1 video meeting). Was not sure if this product was right for me, but after the responsive customer service I am really finding the value. I have different tools for tracking my spending and savings, but playbook helps me see if I’m maximizing my investments. Exactly what I was looking for.
Molly MacDonald
GBLoving all the features Loving all the features! The ability to see and organize all my finances has been a game changer. Phil and his team have been extremely helpful. Can’t wait for new features to keep rolling out!
Gani
GBClearer financial future. I like the layout of the app. It gives me a full financial view, and I received some great recommendations to maximize my finances. I’d highly recommend scheduling a 1:1 as it’s valuable to talk to a human regarding your finances and not just an app.
Naseem Raad
GBAverage Googlable Financial Advice Average Googlable Financial Advice. UI is not too bad, but the features are very limited and the roadmap/next steps are not too intuitive.
Clarence William Stone
GBAmazing Product Backed by Even Better Service Amazing product, even better team, and an organization that is dedicated to continually providing better experiences. I have used Playbook for over 2 years and I have seen the feature sets expand while the support team continues to work even hard to resolve niche financial challenges that I have. You won't find a better experience from any of their competitors. I know, because I have tried most of them.