Review Detail
Overall rating
4.1
Company
4.0
Interface
4.0
Integration
3.0
Pricing
5.0
Monte Carlo Simulation
5.0
Taxes
5.0
Asset Allocation
3.0
LTC-College Planning
4.0
Estate Planning
4.0
Solid cash-flow based planning software.
I started with Golden Years and its predecessors and the renewal costs, ongoing upgrades and built-in tax simulation are positive factors that have kept me from switching to other providers.
User Review
The Good
Strong built-in tax calculation, Monte Carlo simulation and audit trail. Easy to build multiple what-if scenarios.
The Bad
A tad bulky in the interface. I'm not aware of a web-based solution yet. Integration not as advanced as some of its competitors.
The Bottom Line
Great value for the money.
Was this review helpful to you?
Comments
Ordering
