StackUp analyzes actual portfolio data to rate your financial advisor or robo-advisor. StackUp also uncovers hidden fees and monitors your managed investments and alerts you if a rating dropped or if you’ve been hit with a big fee. We just launched StackUp http://bit.ly/2LpuA5M on @producthunt
@jacqvon Sure, happy to! Our mission at StackUp is to bring transparency to financial advising by making it easy for investors to understand if their financial advisor is really doing a good job managing their money. And if you manage your own money, you can see how you stack up to professional advisors. We believe the best way to do that is to build a data-driven, performance-based ratings and monitoring system. StackUp automatically analyzes, rates and monitors the 4 most critical components of any portfolio:
- Returns
- Risk
- Fees
- Allocation
Hope this helps.
Cheers,
StackUp
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