What it does: Monitors your investment allocation across all accounts and sends smart alerts when your portfolio drifts from your target percentages, with specific suggestions on which trades to make to get back on track.

Why you'll love it: Maintain your investment strategy without constantly monitoring or doing complex math. Get notified exactly when to rebalance and precisely how much to buy or sell in each account to restore your ideal allocation. Takes the guesswork and emotional decision-making out of portfolio management, helping you stick to your long-term strategy like a disciplined investor.