Review Detail

 
Easy Money Hot
Financial Planning
by a4a-manage     December 10, 2008    
wdorriety

View all my reviews (1)
Overall rating 
 
 
3.9
Company 
 
 
5.0
Interface 
 
 
4.0
Integration 
 
 
3.0
Pricing 
 
 
5.0
Monte Carlo Simulation 
 
 
3.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
4.0

MoneyTree Software Total Planning Suite 5.0

Long time user.

User Review

The Good
Comprehensive system. Great support.
The Bad
In many cases the system is "too open". It can be cumbersome to determine the inputs it is using for a particular calculation or simulation (e.g. Monte Carlo)
The Bottom Line
Absolute must if you are a comprehensive financial planner that wants deliver excess value to your clients.
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