Review Detail
Overall rating
3.0
Company
4.0
Interface
3.0
Integration
2.0
Pricing
5.0
Monte Carlo Simulation
3.0
Taxes
2.0
Asset Allocation
1.0
LTC-College Planning
4.0
Estate Planning
3.0
Cost effective Retirement planning tool; like College Funding tuition data Monte Carlo projections
Like the option to allow clients to begin data entry online; save planner time.
User Review
The Good
Very affordable. Helpful savings range for each asset to track linear savings. Option for one time or lumpy cash flows useful.
The Bad
Reports have limited usefulness for more complicated situations. Disappointed no summary line for existing disability policy data.
The Bottom Line
Cost effective basic retirement planning tool; useful for quick "What If" scenarios with prospects. Not as useful for more complicated client scenarios.
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