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How does your advisor stack up?

No matter what kind of advisor you use to manage your money,  get unbiased and actionable insights on what's working, what's not, and how to improve.  Don't overpay for bad performance. 

Is your financial advisor doing a good job with your money?  

Monitor your advisor

Automated analysis & rating of your advisors’ returns, risk, allocation, and fees.  DIY investors, find out how you stack up. 

Get actionable advice

For each advisor, find out how you can improve your returns, lower your risk in a crash, diversify your assets, and reduce your fees. We'll let you know when there's something for you to address with your advisor. 

 

SECURELY CONNECT ALL YOUR INVESTMENT ACCOUNTS - CHOOSE FROM HUNDREDS OF BROKERAGES

Get early access to a powerful new way to finally understand if your advisors are doing a good job managing your financial future.  
See how you compare

Benchmarking to the S&P 500 or the Barclays Aggregate is rarely appropriate. Your best benchmark is all investors with your risk tolerance. See how you and your advisor stack up!

 
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