It was a great company until they were… Note: I see many people rating their free services. I am rating their financial advisor services. It was a great company until they were purchased. After that, the company turned south quickly. They sold their expensive 0.89% service rate as beating index by 1% with their superior diversification strategy. Under-performed by 1% so would have been better off in a robo-account. Used to have great advisors, but then turnover accelerated. When I left, advisors weren't even responding to emails. Also, the dashboard consistently had problems that were never addressed.

Holds lots of info, not very neat The software is great for holding A LOT of information. You can put everything in there. However, it doesn’t let you put % ownership of real estate investment properties (if you own with a partner) and can’t link purchasing activity to Venmo. I also think the interface could be a lot cleaner. It’s takes some getting used to, I’ve had it about a month and I still can’t navigate it as efficiently as I’d like.

I love having a place to keep up with… I love having a place to keep up with everything for free, a safe place that respects my Hustle. Although, I'm good enough to run my own portfoliio, PC has helped me realize which Assets of mine have too high of an Expense ratio. For that I am eternally grateful though if I did let this institution balance my holdings I'd be paying as much in expense ratio as a cost for management; which is a bit counterintuitive.

Unreliable They asked for this review, so here it is. When I first downloaded the app it was great, but most accounts don’t update correctly or regularly. I read somewhere that they were good at keeping up on this, but in the 4 months I’ve had the app I haven’t seen any of them get fixed and only ones that at one point updated have stop working. Recently they just did a whole style update, which is great but honestly a little frustrating, they should be spending their time making the app work right but instead it just looks better, and still doesn’t work right.

Worth trying out Makes keeping track of your finances so much easier! You can seek all bank accounts, credit cards, retirement accounts, and anything else you may have, all in one place. It has helped me keep better track of my family’s finances. I would highly recommend giving it a try.