AdviceWorks®

07 MAR 2025: AdviceWorks does not reflect current account status. My account status on a Financial Company is $X, but on AdviceWorks it is shown as $Y. And $Y is <<< $X! How difficult can this be? I sincerely hope that you did not outsource your software development effort to EM and his Clowns! On 28 FEB 2025 the app and website are completely offline! I did not receive an email letting me know that you were going offline. How long will you be offline? Did you experience a data breach? Were you hacked and being held ransom? You definitely need to get a better DevOps Team. This is not the way to update an app (and the corresponding website)!

The AdviceWorks app is functional but falls short of its potential. While it allows clients to link accounts and upload documents, it lacks key features available in the web browser version. Being unable to organize accounts, review cash flows, and other important financial tools in the app is a significant pain point for my clients. Most of them end up bypassing the app altogether and using their mobile browsers, which is not ideal and detracts from the overall experience. If these features were integrated, the app would be far more useful, and my clients wouldn't be tempted to switch to better budgeting apps.

If you could get this in landscape mode this would be a big help. A lot of us probably use a tablet of some sort and having to turn it upright is not very practical. Otherwise, it is a very good app.