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5
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5.0
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chance Reviewed by chance
July 07, 2014

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Last updated: July 07, 2014
 
 

0 of 0 people found the following review helpful
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chance Reviewed by chance
October 31, 2013

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Last updated: October 31, 2013
 
 

0 of 0 people found the following review helpful
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chance Reviewed by chance
September 26, 2013

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Last updated: September 26, 2013
 
 

0 of 0 people found the following review helpful
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chance Reviewed by chance
August 15, 2013

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Last updated: August 15, 2013
 
 

0 of 0 people found the following review helpful
Great stuff!
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5.0
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chance Reviewed by chance
July 18, 2013

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Last updated: July 18, 2013
 
 

0 of 0 people found the following review helpful
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5.0
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chance Reviewed by chance
November 12, 2012

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Last updated: November 12, 2012
 
 

0 of 0 people found the following review helpful
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5.0
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chance Reviewed by chance
November 08, 2012

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Last updated: November 08, 2012
 
Financial Planning
 

Great all-around planning tool

0 of 0 people found the following review helpful
This is a hit with clients
Overall rating: 
 
3.9
Company :
 
5.0
Interface :
 
5.0
Integration :
 
5.0
Pricing :
 
4.0
Monte Carlo Simulation :
 
4.0
Taxes :
 
3.0
Asset Allocation :
 
4.0
LTC-College Planning :
 
3.0
Estate Planning:
 
2.0
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chance Reviewed by chance
October 07, 2012

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0 of 0 people found the following review helpful
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5.0
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chance Reviewed by chance
September 10, 2012

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Last updated: September 10, 2012
 
 

0 of 0 people found the following review helpful
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5.0
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chance Reviewed by chance
August 13, 2012

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Last updated: August 13, 2012
 
 

0 of 0 people found the following review helpful
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5.0
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chance Reviewed by chance
July 09, 2012

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Last updated: July 09, 2012
 
 

0 of 0 people found the following review helpful
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5.0
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chance Reviewed by chance
March 12, 2012

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Last updated: March 12, 2012
 
 

0 of 0 people found the following review helpful
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5.0
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chance Reviewed by chance
February 13, 2012

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Last updated: February 13, 2012
 
 

0 of 0 people found the following review helpful
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chance Reviewed by chance
February 02, 2012

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Last updated: February 02, 2012
 
 

0 of 0 people found the following review helpful
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5.0
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chance Reviewed by chance
December 12, 2011

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Last updated: December 12, 2011
 
 

0 of 0 people found the following review helpful
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5.0
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chance Reviewed by chance
November 07, 2011

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Last updated: November 07, 2011
 
 

0 of 0 people found the following review helpful
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5.0
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chance Reviewed by chance
October 27, 2011

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Last updated: October 27, 2011
 
 

0 of 0 people found the following review helpful
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5.0
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chance Reviewed by chance
October 10, 2011

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Last updated: October 10, 2011
 
 

0 of 0 people found the following review helpful
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5.0
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chance Reviewed by chance
August 08, 2011

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Last updated: August 08, 2011
 
 

0 of 0 people found the following review helpful
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Rating:
 
3.0
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chance Reviewed by chance
June 09, 2011

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Last updated: June 09, 2011
 
 

0 of 0 people found the following review helpful
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Rating:
 
5.0
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chance Reviewed by chance
June 06, 2011

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Last updated: June 06, 2011
 
 

0 of 0 people found the following review helpful
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chance Reviewed by chance
August 19, 2010

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Last updated: August 19, 2010
 
 

0 of 0 people found the following review helpful
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4.0
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chance Reviewed by chance
August 12, 2010

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Last updated: August 12, 2010
 
 

0 of 0 people found the following review helpful
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5.0
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chance Reviewed by chance
July 14, 2010

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Last updated: July 14, 2010
 
 

0 of 0 people found the following review helpful
As a MGP and redtail CRM user, it helped reinforced my decision to utilize these software products
Rating:
 
4.0
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chance Reviewed by chance
June 16, 2010

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Last updated: June 16, 2010
 
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