AdvisorEngine vs Mint: Which is a better fit?

Jacob: My name is Jacob. I'm the operations director at a nonprofit. I give Mint four stars out of five. For more reviews like this, click below. Before Mint, we relied on each credit card, financial account's independent login. Our accountant used QuickBooks, but for someone like me, who's in the position of just needing to see trends and information at a glance, QuickBooks was too cumbersome, and it's a lot of information. So prior to Mint, we were logging into a different website for each credit card, for each financial account, and it felt discombobulated, and it took extra time to log in separately to each of those websites. When we first signed onto Mint, it was a leader in the space of aggregating financial data and making it simple to see at a glance. And since then, there have been some competitors that have popped up, but none have been as compelling as the original, the first one to do it in the form of Mint. So we've been happy with them for years. And the selling point for us was that ability to see at a glance, what's the status of each financial account, and the fact they have estimates for other values. For example, property values, they include estimates of that in real time. Those are just the icing on the cake. Getting started with Mint was super easy. We just connected our online accounts in the same way you would log in to set up autopay. It was that simple, that lightweight. You click the log in, some of the information, and it talks to your bank on the backend or your credit card or your financial account providers, and synchronizes all that information. For the few items we have that are assets, that don't automatically link, for example, property or vehicles, we're able to manually enter that information and update that as needed. If you're considering getting Mint, if you're on the fence and you're watching this wondering, is it worth it, just try it. I think you're going to be thrilled by how lightweight and seamless the Mint user experience is, how much time it saves. You're able to, at a glance, easily hop on and see the status of everything. The downside is, yes, you are the product. I assume that the company that owns Mint is using information about our finances to target us with advertisements, but that's the cost of doing business, and in my opinion, it's a small price to pay for the time saved and the ability to optimize spending to make sure we're on budget or under budget.