How's the LPL Financial (ClientWorks) ↔ RightCapital integration?

Pros: Intra-day value updates Cost basis displays in RightCapital for non-qualified accounts

Tricks: Using for direct business mutual funds is a bit tricky and/or can cause a (temporary) data mess inside RightCapital. You must "network" the accounts and positions within ClientWorks first to get everything to "roll up" into the actual account. This process takes about 30 days from the time the account is active on LPL to the time it's displaying correctly in ClientWorks (and RightCapital)