Monthly Review Sessions
Our team goes through all feedback submitted that month. We categorize it by feature requests, bug reports, and general usability comments. Nothing gets ignored, though not everything gets implemented right away.
Real Stories from Investors Who Track Smarter
Over the past three years, we've worked with hundreds of people trying to make sense of their investment schedules. These are their experiences, in their own words. Not everyone sees the same results, but many have found that having a clearer view of their financial calendar makes decision-making a lot less stressful.
Why We Collect Feedback
Honestly, we started asking for reviews because we wanted to know what actually worked. Turns out, people appreciate having all their dividend dates, earnings reports, and ex-dividend windows in one place. It saves time and reduces the chance of missing something important.
Some clients told us they were using spreadsheets before, which worked until they didn't. Others had reminders scattered across apps. What we hear most often is that consolidation matters more than fancy features.
What People Actually Say
We've pulled together feedback from clients across Ontario and beyond. These aren't edited for marketing purposes. They reflect real experiences, both positive and constructive.
"I used to miss earnings announcements all the time. Not because I didn't care, but because I was tracking maybe fifteen different stocks and life gets busy. Merplex sends me a weekly digest and I can adjust my schedule accordingly. It's not revolutionary, but it saves me from scrambling."
Portfolio Manager, Toronto
"What I like is the simplicity. I don't need another app trying to do everything. I just need to know when my holdings are paying out and when reports are due. Merplex does that without trying to sell me on trading signals or premium upgrades every other day."
Independent Investor, Ottawa
"I started using it in January 2025 after my accountant mentioned I was missing some tax-relevant dates. Since then, I've been able to plan around distributions better. It's not perfect—I wish the mobile version had more filter options—but overall it's been helpful for staying organized."
Freelance Financial Consultant, Barrie
How We Handle Client Feedback
We don't just collect reviews and file them away. They actually inform how we update the platform and what features we prioritize. Here's what happens behind the scenes.
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Direct Client Conversations
When someone mentions a specific issue or idea that seems promising, we reach out. A quick call usually clarifies whether it's a one-off need or something that would benefit a broader group of users.
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Quarterly Updates Based on Input
We roll out changes every quarter. Most updates come directly from user suggestions. Recent additions like multi-currency support and custom notification windows both started as client requests.
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Transparent Response Times
We aim to respond to all feedback within 48 hours. Sometimes it's just an acknowledgment, other times it's a detailed explanation of why something can or can't be done. Honesty seems to work better than generic replies.
Try It and Let Us Know
We'd rather you form your own opinion than take anyone else's word for it. Set up a free account, import your holdings, and see if it actually helps your workflow. If it does, great. If not, we'd like to hear why.
Get in Touch