StackUp, the world’s first data-driven advisor ratings and monitoring platform, has recently come out of beta and hit $100M of investor assets analyzed and monitored on its platform and today is launching new features that provide consumers with additional tools to evaluate the performance of their financial advisors and tighten control over their financial future. StackUp provides a financial advisor report card to help investors understand whether their advisors are worth the fees they charge.
Even the most savvy investors can be unsure about the value of the financial advice they are receiving. The slightest difference in returns and fees can mean hundreds of thousands of dollars gained or lost over time. StackUp leverages clients’ real portfolio data to generate a report card on their financial advisors, offering users insight into the health of their portfolio rating advisors on returns, fees, allocation, and risk.
"With the introduction of our interactive compare tool, investors using our product can compare their advisor to other advisors, robo-advisors, or other benchmarks such as the S&P 500," said Jason Aronson, CEO & Co-Founder of StackUp. "They can also see how their portfolio would be affected by a change in risk tolerance."
StackUp Features Include:
- Advisor performance as compared to similar investors
- Data-driven evaluation and rating of advisor’s return, risks, allocations and fees
- Actionable insights to help arm investors with information they need to have effective conversations with their advisors
- Automated advisor updates to let users know when their advisor’s ratings
- (meaning something in their portfolio) have changed.
- Automated alerts to let users know when they've been charged a fee. No more surprise fees!
- StackUp is now "powered by Morningstar.”
- NEW - A flexible advisor compare tool that allows users to compare their portfolio to other advisors, robo-advisors, or other benchmarks such as the S&P 500 and target date funds.
By providing clarity on the fees investors are being charged and providing a true benchmark of their returns as compared to similar investors, StackUp users benefit from a first-of-its-kind objective measurement that gives them scope outside their own advisor’s biased benchmark selection.
In addition to returns and fees, StackUp also evaluates and rates overall risk and allocation in a portfolio and arms the investor with insight and intelligence that they can bring back to their advisor to make changes or get feedback.
About StackUp
StackUp is the world’s first data-driven advisor ratings and monitoring platform, providing consumers objective insight into how their financial advisor is managing their financial future. . StackUp helps investors understand how their advisors are doing managing their money as compared to other similar investors, explains the fees being charged, monitors the investments and provides the right questions to ask their advisors to help take control of their financial future. For more information, visit www.stackup.ai.
StackUp is the world’s first data-driven advisor ratings and monitoring platform, providing consumers objective insight into how their financial advisor is managing their financial future. . StackUp helps investors understand how their advisors are doing managing their money as compared to other similar investors, explains the fees being charged, monitors the investments and provides the right questions to ask their advisors to help take control of their financial future. For more information, visit www.stackup.ai.
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