Review Detail
Overall rating
3.5
Company
3.0
Interface
4.0
Integration
5.0
Pricing
4.0
Monte Carlo Simulation
3.0
Taxes
4.0
Asset Allocation
3.0
LTC-College Planning
3.0
Estate Planning
2.0
Once you understand it, it works okay
Importing of data is easy, but there is a long learning curve to understand the nuances.
User Review
The Good
Integrates with our back office so importing of accounts is easy.
The Bad
There is a long learning curve
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