Review Detail
Overall rating
3.9
Company
4.0
Interface
4.0
Integration
4.0
Pricing
4.0
Monte Carlo Simulation
4.0
Taxes
3.0
Asset Allocation
4.0
LTC-College Planning
4.0
Estate Planning
4.0
good product with good client explanatory features
a good product
User Review
The Good
good presentation
The Bad
good for goal planning, but insufficient detail and tax planning
The Bottom Line
user and client friendly
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