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Datalign only works withfiduciariesadvisors who are sworn to put your best interests first.
Datalign uses a detailed questionnaire to match you with an advisor who can help you with your investment needs.
Based on these factors, Datalign pairs you with the best-fit advisor from its database of thousands.
Youll be asked questions about your current investments, risk tolerance and financial priorities.
Youll also opt for throw in of advisor youre looking for (such as tax-focused or retirement planning).
No Platform Fees
Datalign doesnt charge any fees to use its advisory search platform.
But Datalign still only works with vetted advisors who are licensed and overseen by the Securities and Exchange Commission.
Most financial advisormatching services filter advisors based on your net worth and location.
Datalign takes it a step further, matching you with an advisor based on your financial focus.
It offers advisor services specializing in estate planning,tax planning, retirement planning and other financial services.
This keeps you in control of how you interact with potential advisors.
Customer Support
Datalign offersbasic customer supportthrough their website and via email.
Since Datalign is a middleman, theres little need for customer assistance.
This takes the guesswork out of finding atrusted financial plannerfor your needs.
To get matched, youll answer a few questions and submit your contact information.
All advisors are fiduciaries and licensed but dont charge an Assets Under Management fee.
Nectarine doesnt charge a fee to use the platform, but lists advisor rates transparently.
Once you start working with an advisor directly, Datalign is no longer involved in your financial planning process.
FAQ
Information is accurate as of September 24, 2024.
