Review Detail
Overall rating
4.1
Company
5.0
Interface
4.0
Integration
3.0
Pricing
5.0
Monte Carlo Simulation
5.0
Taxes
4.0
Asset Allocation
3.0
LTC-College Planning
4.0
Estate Planning
4.0
Silver - Excellent quick retirement assessment tool
Worth having even next to a complicated financial planning package.
User Review
The Good
Very affordable! Gives you answers to questions about retirement planning for most clients. Easy input - quick reports.
Support staff is very helpful and help you solve your questions.
What-if tool - helps to quickly assess different scenarios
Support staff is very helpful and help you solve your questions.
What-if tool - helps to quickly assess different scenarios
The Bad
For asset allocation not useful.
The Bottom Line
Excellent!
Worth having even next to a complicated financial planning package.
Worth having even next to a complicated financial planning package.
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