Review Detail
Overall rating
4.1
Company
4.0
Interface
5.0
Integration
5.0
Pricing
5.0
Monte Carlo Simulation
5.0
Taxes
4.0
Asset Allocation
3.0
LTC-College Planning
3.0
Estate Planning
3.0
Solid product with an easy to use interface and great client facing reports and tools
Great product for our needs. We are glad we made the switch several years ago.
User Review
The Good
Great user interface and client facing tools.
The Bad
It would be nice to have taxes be a bit more customizable.
The Bottom Line
Great product for our needs. We are glad we made the switch several years ago.
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Comments
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