Review Detail
Overall rating
2.9
Company
4.0
Interface
3.0
Integration
3.0
Pricing
2.0
Monte Carlo Simulation
3.0
Taxes
3.0
Asset Allocation
2.0
LTC-College Planning
3.0
Estate Planning
3.0
Pretty good for the cases I've had
Pretty intuitive and has a good audit trail so you dig into numbers that look questionable. Reports and graphs seem dated.
User Review
The Good
Easy to follow audit trail and identify areas that need to be corrected or adjusted. Support is usually good and responsive.
The Bad
Asset input is cumbersome. Can't adjust for tax-aware distributions in retirement (e.g., filling up a bracket with distributions from a tax-deferred account first)
The Bottom Line
It's generally okay for me so I'll tolerate the issues I have
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