Review Detail
Overall rating
3.8
Company
4.0
Interface
4.0
Integration
5.0
Pricing
2.0
Monte Carlo Simulation
3.0
Taxes
4.0
Asset Allocation
4.0
LTC-College Planning
4.0
Estate Planning
4.0
a very good way to connect with clients
A good product now and improves slowly, but steadily albeit pricey.
User Review
The Good
integration is never easy, but this has been our best solution. Clients really like portal. very robust planning. Very good support staff.
The Bad
pricey. Tougher to do a module or quick plan than others we have worked with.
The Bottom Line
We're fans. Very good way to connect with clients and keep them.
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