Review Detail
Overall rating
4.1
Company
5.0
Interface
5.0
Integration
5.0
Pricing
4.0
Monte Carlo Simulation
4.0
Taxes
3.0
Asset Allocation
5.0
LTC-College Planning
3.0
Estate Planning
3.0
Great program that keeps up with the times
New Social Security planning module is helpful.
User Review
The Good
The asset allocation module works very well for me. I find the Results/What If worksheet to be great for modeling comparative financial plans, and making these comparisons quickly on the fly. All in all, the program is easy to work with. Integration with CashEdge seems to work well during a 2-week trial.
The Bad
Can't think of anything. I'm not crazy about the glitzy photos that represent the goals, but I simply avoid printing them out.
The Bottom Line
Great program that keeps up with the times. I have used it since 2007 with very good results that are understandable to my clients.
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