Review Detail
Overall rating
3.5
Company
4.0
Interface
4.0
Integration
3.0
Pricing
5.0
Monte Carlo Simulation
4.0
Taxes
3.0
Asset Allocation
3.0
LTC-College Planning
3.0
Estate Planning
2.0
A good basic program for accumulation phase planning
Again, a good basic planning tool for younger clients in the accumulation phase of their lives
User Review
The Good
A good basic planning tool for younger clients
The Bad
Not applicable for HNW individuals
The Bottom Line
A good basic planning tool that is integrated with a good overall (TPS) software package.
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