Pros: Overall functionality is reliable including cost basis, RMD 12/31 values, registration info, statements, performance, transactions, etc.
Cons: Beneficiary info is incomplete. Planning and the client portal (or summit if you use that) all have different logins for clients, RMD dashboard requires a lot of manual manipulation for post secure act Inherited IRAs. If it seems intuitive to click on a button on the registration RMDs, double check it. The buttons do not work as they should.
Tricks: RMD dashboard- I can walk you through ways to manipulate the data to get an accurate recurring calculation. Reach out. Pro tip: use account notes > tag RMD> what you enter will populate on the dashboard column “rmd notes”
Unsolved mysteries: Limited source documents outlining data points for integrations before turning them on. Slow customer service (30+ days is normal turnaround). Feels like an at home DIY project at times.