Review Detail
Overall rating
2.8
Company
4.0
Interface
3.0
Integration
4.0
Pricing
3.0
Monte Carlo Simulation
1.0
Taxes
1.0
Asset Allocation
2.0
LTC-College Planning
3.0
Estate Planning
4.0
Solid, comprehensive product but too proprietary
Said it all
User Review
The Good
Account aggregation built in. Strong marketing and client websites.
The Bad
Very bad CRM capabilities and no ability to extract data.
The Bottom Line
Happy with it but wish they would be less proprietary. Also licensing structure is antiquated.
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