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I was truly blown by the fact that we can monitor and manage all this financial stuff with this facility's customization. For me, the configural liberty it brings is a game changer. The automation and the crowdsourcing model to offer help to the actual section are the cherries on the cake.
I am not very happy with the customer support as while I faced some issues in my initial usage, I didn't get as much help. The whole setup is a little complex and vast. I believe it can be a little more organized to make selections a little easier to do.
It provides customized suggestions per my portfolio based on all the information I used while signing in. It allows me to introduce any amendment at any time. My usage was for a mortgage loan. It was the smoothest experience ever.