Clarence William Stone
USAmazing Product Backed by Even Better Service Amazing product, even better team, and an organization that is dedicated to continually providing better experiences. I have used Playbook for over 2 years and I have seen the feature sets expand while the support team continues to work even hard to resolve niche financial challenges that I have. You won't find a better experience from any of their competitors. I know, because I have tried most of them.
James Lee
USPlaybook has an amazing support team Playbook allows you, regardless of level of knowledge when it comes to investing, to just “set it and forget it”. Full visibility into what type of investment strategy is in play and support team available to address any questions or concerns. I had reached out with inquiry about where the funds were going and support team was patient with me to answer my questions exhaustively.
Jeffrey Adam Laufer
USIt does its job and makes planning for… It does its job and makes planning for big life events much easier. It’s not perfect - far from it - but it serves its specific purposes very well and I look forward to seeing how it grows and evolves.
Brian Sullivan
USSet it and forget it money management. Great little company. They take some simple money management strategies and make it easy and automated to setup and achieve. Set it and forget it. Perfect for anyone who doesn’t want to spend the time moving money around to where it’s most advantageous or for those who don’t know where to start with managing their money. Great customer service as well. I had a small issue changing from their monthly plan to the annual one. They got back to me in a reasonable time and helped me out quickly and friendly.
Gabriella Padgett
USA+ customer service I initially had some difficulty setting up my accounts. The interface was simple and intuitive, but I had a few complex situations that weren’t options. When I got an email offering a live onboarding session, I was pleasantly surprised and even more shocked when a live person hopped on a zoom to walk me through my specific situation ( not a conference call with 100’s of people, but a 1:1 video meeting). Was not sure if this product was right for me, but after the responsive customer service I am really finding the value. I have different tools for tracking my spending and savings, but playbook helps me see if I’m maximizing my investments. Exactly what I was looking for.