Review Detail
Overall rating
3.1
Company
5.0
Interface
5.0
Integration
2.0
Pricing
4.0
Monte Carlo Simulation
4.0
Taxes
4.0
Asset Allocation
2.0
LTC-College Planning
1.0
Estate Planning
1.0
Money Tree
I may consider Emoney in the future.
User Review
The Good
I love Money Tree TPS and particularly Golden Years as it is cash flow based. When you run scenarios like Roth conversion paybacks, you get vastly different answers using a goal based system. I also like the auditing functions as well as the customer service.
The Bad
There are still some refinements they need to make with the programming to make it more robust and especially easier for input.
The Bottom Line
I plan on using Money Tree for the foreseeable future as it is a good value and the customer service is excellent. I have not found a cash based system that is affordable.
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