How We Review Platforms

We describe rather than rank

Rockwell Forbes platform analysis does not assign star ratings or declare winners. A platform that suits one reader's objectives may be entirely unsuitable for another, and a single score obscures that.

Instead, each platform is documented as a descriptive profile with consistent fields, so readers can compare like with like and reach their own conclusions.

Profile fields

• Designed For — the type of reader the platform is built around
• Investment Types — what can be held on the platform
• Minimum Investment — the smallest documented entry amount
• Fees — published fee schedule, stated as disclosed
• Educational Resources — what the platform provides to help users understand what they hold
• Research Tools — screening, data and analysis features
• Liquidity — how and when positions can typically be exited
• Primary Strengths — capabilities that are notably well developed
• Potential Considerations — limitations, frictions and risks to weigh
• Suitable For — objectives and circumstances the platform tends to fit
• Less Suitable For — objectives and circumstances it tends not to fit
• Alternatives Worth Considering — comparable platforms readers may wish to examine

Independence

Affiliate relationships are disclosed on every page where they exist. They do not affect which platforms we cover, what our profiles say, or the order in which platforms appear.