Review Detail
Overall rating
4.0
Company
5.0
Interface
5.0
Integration
3.0
Pricing
4.0
Monte Carlo Simulation
5.0
Taxes
4.0
Asset Allocation
3.0
LTC-College Planning
4.0
Estate Planning
3.0
Comprehensive, goal based approach to Financial Planning.
I really like the goal-based approach to Financial Planning. Clients understand it and it is flexible.
User Review
The Good
User Friendly, Comprehensive, Frequently Updated, Good Online Support.
The Bad
Nothing major.
The Bottom Line
Well conceived, user friendly program.
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