I like how easy it was for me or my clients of choosing an advisor with our portfolio goals set up! It's also nice knowing everything will be there once we're done working together (even if you don't have any questions).
The only thing about this program so far seems really confusing when looking at certain features/benefits compared from other programs out their such as Wealthfront etc.. But overall great experience thusfar!! Definitely worth checking into. Easy way too find someone who can help us get things setup right away & make recommendations after reviewing your profile info / financial situation vs what YOUR needs are :).