The most useful feature for me with this software is that it has multiple channels (both web and mobile) which makes it easy for us to manage our clients' funds from anywhere we want to be. I also like the fact that they have been able to update their product to make it more user friendly. Sometimes when using the app my phone will freeze up but not often enough to dislike too much. If looking for a good solution to keep track of client's accounts then look no further! They can help you set everything up correctly and answer any questions you might have along the way if needed. Keeping everyone updated about where money goes and seeing exactly how well each account is doing.