Testimonials

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"Loving Ripsaw Optimizer!! Helps give me the confidence I need to manage my own investments with up to date access to my entire wealth portfolio!! "

Ellen - New York


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"Ripsaw helped me optimize my investment portfolio with its easy-to-use tools. Ripsaw identified where my portfolio failed to meet my preferred asset allocation, and showed me how to optimize my investments to meet my benchmarks for stocks, bonds, and cash. I love that Ripsaw identifies risks in my portfolio, but lets me asses those risks based on my own customized goals."

Nathalie - Colorado


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“Portfolio revision helped me simulate the effects of buying a new home on my wealth portfolio. It was awesome to fully understand what this big life event meant."

Izzy - Utah

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“Say goodbye to spreadsheets! Automate your investment process with Ripsaw Wealth Tools. This unique independent subscription service combines electronic access to fundamental security data with all your assets and liabilities and a set of tools for managing customized portfolios. Enormous productivity is achieved with its optimizer and assist tools for wealth portfolio management.”

- Frank J. Fabozzi

Editor, The Journal of Portfolio Management
Editor, The Journal of Financial Data Science

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