I've been using an investment management platform ...

I've been using an investment management platform for several years, and recently switched to Portfolio // planner. I must say, I'm impressed with the platform's simplicity and ease of use. Unlike my previous experience, Portfolio // planner doesn't bombard me with unnecessary features or confusing navigation options. It's straightforward and intuitive, making it a pleasure to use. The portfolio analysis and reporting tools are also very helpful in assessing the performance of my investments. Highly recommended!