The budgeting categorization here is the best I’ve come across. It really saves a lot of time and provides a clear overview of your financial situation. I also appreciate how smoothly all the accounts connect, making it easy to see your entire financial picture in one place, which is very helpful.

I love the ability to link all of my financial accounts and see everything in one space and the access to financial advisors to work towards my financial goals.

It was super easy to sign up and integrate my bank accounts, as well as implement their strategy suggestions in my life after the fact. I want to note that it was so easy to use that I haven't needed to contact customer support once! The budgeting and goals features are amazing! They have truly helped me put my spending into perspective. I also really enjoy the monthly webinars that they host; they are really conversational and interactive with good choices of topics. I have yet to use their personal advisor feature, but I look forward to using it soon. I have now been using this service for maybe 4 months, and I still haven't discovered absolutely EVERYTHING that they offer.