Review Detail

(Updated: October 25, 2017)
5.0
Average Attendee Rating
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Craig, the software package is an excellent way to illustrate to clients that they need not worry as much as they might think. Seeing everything in such a succinct and easy-to-understand format is the best part of the software. It seems to be understandable by non-tech types. And the emphasis on costs and expenses as they relate to long-term returns is also invaluable. It does open one's eyes to the importance of expense ratios and fees. Thank you again.

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