Comments on: Axos Invest Review: Pros, Cons, And Alternatives

By: VeeGee

VeeGee — Fri, 16 Jun 2023 21:14:48 +0000

Wisebanyan was great, but they have been on a steep downhill trajectory since the takeover by Axis. The UI is terrible and laggy. The formulas have stopped working. Their support is pathetic. 10 business days and waiting to take money out. I would think a 100 times before I gave these guys a single penny.

By: Robert Farrington

Robert Farrington — Fri, 30 Jun 2017 07:08:07 +0000

In reply to Remy Wong. You set milestones (which are like goals), but one of the goals is simply build wealth - which is the generic answer if you don't have something specific.

By: Remy Wong

Remy Wong — Fri, 30 Jun 2017 06:40:37 +0000

Does WiseBanyan requires clients to set up target dates and target amounts for their goal(s) or is it more general where clients can just deposit/invest their money and let it grow without having a specific target date or target amount?

By: Alexa Mason

Alexa Mason — Fri, 04 Jul 2014 00:06:00 +0000

In reply to Vicki. Thanks, Vicki. Everything has worked out great so far. I wish you nothing but the best!

By: Alexa Mason

Alexa Mason — Fri, 04 Jul 2014 00:05:00 +0000

In reply to Austintatious. It's a pretty straightforward process. Kind of like a "set it and forget it" thing for me. Is there something specific you'd like to know? Just let me know and I'll give you my opinion. Thanks!