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Andrey

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Review of the Wealthify, Stocks and shares ISA:

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Good, not perfect

Overall I really like the app and the service. Its investment is cautions but ambitious and captures a chunk of market performance whilst managing downside exposure. The app itself has simple yet intuitive design. I wish there was more and better performance metrics right in the dashboard. Some performance data is available but buried in quarterly and annual emails / pdfs. Also the way total return percentage is calculated is pretty useless to me. It might be industry standard but to me it’s not informative or indicative. The only useful performance metric is the total return. I wish there were more metrics and these metrics were better. It feels like industry-standard metrics actually impede transparency. I wish wealthify would take a bold approach and offer new, transparent, accurate and useful performance metrics. Reviewed on: 18th January 2021

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