“Because of the wealth of data we import from users’ brokerage accounts when they sign up for our portfolio service, we are in a unique position to offer specific and actionable advice. 

• The entire product is powered by sync – you don’t have to enter data, we automatically analyze your historical behavior. 
• If you own a bad mutual fund or ETF, and there’s a better one in the same category, we’ll recommend a switch. 
• We analyze the fees your brokerages charge you — across dozens of categories — and simulate your behavior at other brokerages in our system to see how much money you could save money. 
• We’ll automatically provide tax loss harvesting advice to help you optimize on taxes.
• If you have a financial advisor, we’ll automatically detect that and compare his or her performance to all others in our system and recommend a switch if warranted.
• We’ll analyze your behavior & style and recommend changes where warranted (such as too-frequent trading).”

Product Launched: October 2011