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: Many users report that account opening is significantly faster than traditional custodians, often taking only about 5 minutes .

: Reviews highlight high-quality support with timely assistance for advisors, often responding via chat within minutes. AltruistД—

: Advisors frequently praise the platform for being intuitive and easy to use . It streamlines account management and enhances the overall client experience through a modern digital interface. : Many users report that account opening is

: Some sophisticated advisors find it limited for highly complex portfolio strategies . It may also lack certain niche account types or specific tax-lot level controls that larger competitors like Schwab offer. Altruism (Philosophical Topic) AltruistД—