Review Detail
Overall rating
2.2
Company
3.0
Interface
3.0
Integration
2.0
Pricing
4.0
Monte Carlo Simulation
1.0
Taxes
2.0
Asset Allocation
1.0
LTC-College Planning
2.0
Estate Planning
2.0
Do not use enough to get good. Confusing What if scenarios
I can't recommend, I prefer the old Financial Profile that I used at my old firm
User Review
The Good
Sometimes the What if scenarios work well
The Bad
Difficult to organize output and create reports
The Bottom Line
I only use it occasionally, hence cannot seem to get the hang of output and creating reports that make sense.
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