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Home
CE Webinars
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CFP Ethics Class
Purchased Electives
Review Detail
eMoney
Hot
Financial Planning
by Guest October 20, 2009
September 07, 2014
BLars
View all my reviews (1)
Overall rating
3.3
Company
5.0
Interface
5.0
Integration
3.0
Pricing
2.0
Monte Carlo Simulation
3.0
Taxes
3.0
Asset Allocation
3.0
LTC-College Planning
3.0
Estate Planning
3.0
elegant
Useful tool.
User Review
The Good
Elegant
The Bad
Needs work on CRM integrations
The Bottom Line
Worth it, but improvements still needed.
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You'll be emailed a discount coupon for $30 off the
CFP
®
Ethics Class
after signing up for A4A's $60 quarterly membership, featuring
Fritz
Meyer, Bob Keebler, and Craig
Israelsen.