I like that it connects all my accounts together (investment/accounts) so i can see everything in one place at once! It's easy for me too manage multiple clients from different companies by just using sales tribe instead having separate logins / websites etc.. Also its very user friendly when dealing woth new customers or even current ones who need help understanding their investments better!! Nothing really. But there is nothing wrong either because this product does have what we use every day which helps us stay organized without any added problems :) We always know exactly where our money goes each month within seconds!