Review Detail

 
Financial Planning
by Guest     September 23, 2009    
Overall rating 
 
 
3.9
Company 
 
 
5.0
Interface 
 
 
5.0
Integration 
 
 
4.0
Pricing 
 
 
3.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
3.0

Very good program

Excellant tool for retirement goal planning

User Review

The Good
Web-based so no installing updates. Great support. Integrates with Principia and Finametrica. What If and SuperSolve features very helpful. Can fund goals by importance, not chronologically.
The Bad
Return/inflation assumptions based on data since 1970 so looks high relative to many clients' experience. Takes some education. A touch bit pricy.
The Bottom Line
A great program. Have used Money Tree and Naviplan in the past. No comparison for me.
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