The dashboard makes it easy to keep track of my assets, as well as view all portfolios in one place. I like how easily you can add new accounts or sub-accounts for your different clients/investors. It's not very intuitive when adding funds from other companies - which could be helpful if they had more options available (i.e., transfer between Vanguard ETFs). Consider using an external web browser such as Chrome instead of Internet Explorer 11 since IE11 doesn't support Flash Player 10+. My firm uses this software at work so we are able to access our client files online via their dashboards. This allows us to see everything about each account without having to send out paper statements!