Hi there,
Pearler currently offers two subscription products as far as I can tell:
  • portfolio performance monitoring
  • brokerage credit bundle
It’s a one-click affair to sign up for these subscriptions, but cancelling them must be done via chat. It should be as easy to cancel as it is to subscribe.
I should be able to fully manage such subscriptions in my account, which should show me and let me modify the cost, billing cycle, payment method, etc. There is zero information in my account at the moment that indicates I subscribe to
anything
, other than a monthly email saying I’m about to be billed. There is no help documentation. I don’t think it’s sufficient.
While I’m not specifically saying this is the case with Pearler, generally speaking, companies can use such “cancel via phone/ chat” options to put on the hard sell and convince the subscriber to keep paying. Simply funnelling customers through chat to cancel gives the impression that this is probably going to happen even though I do think it’s much more likely with Pearler that a niche beta feature has not had all the UIs built yet including around account management.
Additionally, I think it would be useful to have a free trial of the performance monitoring. I found it difficult to understand what it was and what it would look like and provide without subscribing. It’d also be useful to have an optional annual billing cycle that provides X free month/s.
Thanks. 🙏