Review Detail
Overall rating
2.7
Company
4.0
Interface
1.0
Integration
1.0
Pricing
4.0
Monte Carlo Simulation
2.0
Taxes
2.0
Asset Allocation
2.0
LTC-College Planning
4.0
Estate Planning
4.0
good general purpose goal oriented planning software lacking ability to integrate with CRM's and ot
I've been a user since Sterling Wentworth days. Looking for the next generation planning software that fits nicely into an integrated wealth platform.
User Review
The Good
flexible software with nice features: goals and issues, client information report, modular, multi issue and comprehensive reports.
The Bad
virtually no advisor support for RIA marketplace. Lacks integration with CRM and other applications. Lacks complete transparency and audit trail.
The Bottom Line
I'm still a user because it serves most of my planning needs and I am usually able to get the output I want with no customer support.
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