Review Detail
Overall rating
3.9
Company
4.0
Interface
3.0
Integration
4.0
Pricing
5.0
Monte Carlo Simulation
4.0
Taxes
3.0
Asset Allocation
5.0
LTC-College Planning
3.0
Estate Planning
4.0
Progressive financial planning tool with great integration and client access
I would confidently recommend this tool to advisors and practices of all stripes and sizes.
User Review
The Good
In my view an intuitive interface that breaks down the numerous processes involved in comprehensive financial planning assembly. Strong on integration with key partners relevant to our industry.
The Bad
Poorly designed interface for its Cash Edge integration.
The Bottom Line
In the top three of all financial planning tools for the independent space.
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