Review on WealthObjects by Jathan Louis

I like that you can pull in data from multiple accounts into one dashboard for easy comparisons across assets types (realty vs equities).

It's not very intuitive at first glance - some sections need better descriptions/tutorial videos or maybe even more thorough documentation if they have them available online already? That said it would also help with user onboarding as there isn't much out their yet so new users will get lost easily when trying figure something this complicated out themselves without support! We're looking forward too seeing how we'll use these solutions once fully integrated within QIF Platform which is still pending final go ahead but should happen shortly after going live next month :).