TrustRadius: an HG Insights company

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    AssetMark

    N/AN/AAssetMark headquartered in Concord, California, offers their investment portfolio management platform, that from portfolio construction and investment research to client communication and prospecting, includes wealth management technology that provides advisors with the means of providing their practices with back-office automation, administrative task management, and tools to enable the advisor's focus on their clients.N/A

    Questrade

    Score2.5 out of 10
    N/ABased in Toronto, Questrade offers solutions for investors with self-directed investing and Questwealth Portfolios, presented as intelligent, lower fee portfolios designed by experts to help the user achieve financial goals.N/A
    Pricing
    AssetMarkQuestrade
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    AssetMarkQuestrade
    Free Trial
    NoNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details
    More Pricing Information
    Best Alternatives
    AssetMarkQuestrade
    Small Businesses
    No answers on this topic
    Coinbase
    Score7.3 out of 10
    Medium-sized Companies
    No answers on this topic
    Coinbase
    Score7.3 out of 10
    Enterprises
    No answers on this topic
    No answers on this topic
    All AlternativesView all alternativesView all alternatives
    User Ratings
    AssetMarkQuestrade
    Likelihood to Recommend
    -
    (0 ratings)
    1.7
    (4 ratings)
    User Testimonials
    AssetMarkQuestrade
    Likelihood to Recommend
    AssetMark
    No answers on this topic
    Questrade, Inc
    It helps me in managing my Canadian portfolio which includes stock-specific investments and ETFs as well. They charge no commission or very little commission on some specific trade.
    Read full review
    Pros
    AssetMark
    No answers on this topic
    Questrade, Inc
    • Easy to follow user interface.
    • Monthly reports are very detailed and contain visuals to aid in the understanding of performance.
    • Questrade has a very responsive customer support team.
    • Questrade has low fees.
    Incentivized
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    Cons
    AssetMark
    No answers on this topic
    Questrade, Inc
    • Better charts within the app.
    • Dark mode setting.
    • Setting self Limits to margin investing.
    Incentivized
    Read full review
    Alternatives Considered
    AssetMark
    No answers on this topic
    Questrade, Inc
    I have used WealthSimple before, and I can say that Questrade is just a bit more intuitive for me. It's catered for beginners, but also has additional features for those who are a bit more advanced. Questrade is a flexible platform that allows you to create and track various types of portfolios, create and track various types of strategies, etc. By far the superior choice in my opinion.
    Incentivized
    Read full review
    Return on Investment
    AssetMark
    No answers on this topic
    Questrade, Inc
    • In my experience, Questrade has delayed me for months! I feel it's a waste of time
    • I don't know how they deserve such high ratings, maybe they buy marketing and reviewers. In my opinion, don't buy into their sales pitch!!!
    Read full review
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