I've been looking for a solution to help with our family's investments. Like many families we have lots of accounts from past employers, roll over IRAs, roth IRAs, plus taxable brokerages, etc. The existing tools in the market are either are woefully insufficient on risk management features or are looking to sell you asset management services that my family doesn't want. Maher has created an independent platform that allows us to look across all of our accounts and have a cohesive view of our aggregated portfolio. We are able to identify areas of risk that we would otherwise not be aware of. Love the direction and can't wait to see what's next!
