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josh francis

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Review of the InvestEngine, Investment platform:

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I love the layout. Small area for improvement

I love the set up. My favourite for the layout. The only reason 4/5 is when i make change to the portfolio allocation or change the percentages within the portfolios. Sometimes it takes a while to update and there is a lack of clarity on the time it takes for this to go through. Being brutally honest I've i use invest engine for my SIPP. But I've moved my Stocks&shares isa to trading 212 as they have a feature which invest engine is missing. When i change my portfolio wether it being adding a stock or changing allocation percentage it will do it immediately if the relevant market is open. But is not a pop up will appear for example saying something like "The below markets are closed when they are above we will complete your transaction" "london stock exchange open at x time Newyork stock exchange open at x time. And lays out the relevant time each will open like 9am or 2.30pm. Which is insightful to see if I place an order at 2pm I and see it'll go through in 30 mins at least I've been give a time horizon to expect the order completed at. I prefer the layout for invest engine. I moved my stocks and shares isa to trading 212 because of the clarity of the message when I invest and market closed and times me which market is which closed and when it'll open so I know when my purchase will go through. This was reason I moved the account over to the other provider, however as previously mentioned I prefer the whole layout of invest engine. The other other carryout is sometimes there was a long delay for changes in my portfolio to go through. I think the two are link and if there was this added notice after customers made investments when market closed, then they can see which market closed when it'll be open and therefore when the purchase order will complete. The i think people can see an eta for the order instead of expecting it to complete in the not too distant future. If this small function is added to the invest engine app. I for one would move my stocks and shares isa back to invest engine, as I prefer the app. Just this small aspect letting it down in my open. But it's great on the whole Reviewed on: 14th January 2025

Review of the Emma, Savings App:

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Very efficient service, well laid out

Very easy to use. Helpful, good inf Reviewed on: 15th February 2023

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