I read a newsletter about integrated planners and decided to try the web tools to build a multi-asset goal. In Canada the interface walked me through linking accounts and exporting reports. lindra capital investment platform
https://lindracapitalinvestment.com/ I set up a conservative target, printed the summary, and shared it with my partner; having clear PDFs to reference made discussing trade-offs straightforward. I kept screenshots and an export to compare later, and I shared a short summary with friends so we could follow results together.
