Review Detail
Overall rating
5.0
Company
5.0
Interface
5.0
Integration
5.0
Pricing
5.0
Monte Carlo Simulation
5.0
Taxes
5.0
Asset Allocation
5.0
LTC-College Planning
5.0
Estate Planning
5.0
Software that solves problems for planners.
I have used this software for over 10 years.
User Review
The Good
Does all the calculations needed for a solid plan
The Bad
The desktop version has a fairly steep learning curve because the entries are all over the place. They have done a great job of eliminating that issue through the online version.
The Bottom Line
Good value.
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