I like that it allows you to create your own custom plans or use their pre-built templates, depending upon which one best fits what you need at this time of year! It's easy enough for anyone with little experience in investing (or even those who have some) but requires advanced knowledge if you want all bells & whistles. The customization options are limited compared to other products out there - not surprising given they're an online platform rather than software designed specifically aroundβ¦