The best thing about this software tool it has allowed me as an advisor to focus more of my time in helping our client's with investment decisions instead of trying to figure out how I am going to make money every month or year! It makes getting those reports together so easy that even if you have someone else doing most of your work they can still do all types of reports without any problems at all.
There isn't anything really bad other than we are looking into having something added soon. But other companies like them and others offer similar tools but don't seem to be adding new features very often. Have been able to get rid off alot of paper paperwork which saves us tons of time because now we only use electronic communication/documentation.