Review Detail
Overall rating
2.8
Company
3.0
Interface
2.0
Integration
2.0
Pricing
3.0
Monte Carlo Simulation
3.0
Taxes
3.0
Asset Allocation
3.0
LTC-College Planning
3.0
Estate Planning
3.0
Cash flow based software, but seems they wish to dumb it down for the masses
Our firm is actively seeking another high-end planning software solution.
User Review
The Good
Our planners like cash flow based planning software, where they can see the calculations. Naviplan provides that.
The Bad
Naviplan seems to be headed away from high-end planning support and headed more towards low to mid-level client needs. Our planners are very unimpresse with their web offering.
The Bottom Line
Our firm is actively seeking another high-end planning software solution.
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