Review Detail
Overall rating
3.9
Company
5.0
Interface
4.0
Integration
4.0
Pricing
5.0
Monte Carlo Simulation
2.0
Taxes
3.0
Asset Allocation
5.0
LTC-College Planning
3.0
Estate Planning
4.0
Intuitive data entry, many choices for creating a customized plan, looking forward to Compact module
I saw the new module Compact demonstrated at the FPA conference. I am looking forward to using it.
User Review
The Good
Easy to follow, many choices for creating a customized plan.
The Bad
The general screen is hard to find and can make data entry a little confusing. Would like one general data entry screen that feeds into other modules and have it available on startup.
The Bottom Line
Overall, a good product that is priced fairly.
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