The ability to manage multiple portfolios from one screen is great! It's so easy for me as an investor who has no time or expertise in finance, but only wants access at my fingertips - it does that very well with this program!! I've been using other programs before where you had separate screens just because of how much information was available; not having all those extra features makes life easier since we are managing both our personal accounts (which have their own version) AND investing funds through Vanguard which requires another set up process if someone else were looking after them too.
Nothing really- though maybe some more options would be nice like being able to add custom charts/graphs etc..? Not enough people know about these types of platforms yet unfortunately =( But once they do then there will surely come word out into social media channels & forums such as ours here :) Would recommend anyone considering doing asset management via online platform should definitely give vanguard dsmi product line a try.