"What if the recommended investments aren't available on the alternative platform?"
It's a question I get asked in just about every training session and demo when showing off my favourite function, the "dupe and swap" to quickly spin off alternatives.
Well, now I have an answer for it! Our new Investment Swap functionality.
Sure, we can limit adding investments by investment menu (yawn) but that's pretty passe.
I thought about how to make that experience better, so not only will we stick an orange alert (!) next to investments that aren't available, you can swap out the duds with a couple of clicks, leading to a much more appropriate and accurate comparison of alternatives.
This functionality also builds a base for some new comparison options we have coming in the next few weeks...