Review Detail
Overall rating
4.2
Company
5.0
Interface
5.0
Integration
3.0
Pricing
5.0
Monte Carlo Simulation
4.0
Taxes
3.0
Asset Allocation
4.0
LTC-College Planning
5.0
Estate Planning
4.0
very easy to learn,use and the web access is very useful
A very good solution for most of my clients
User Review
The Good
very easy too use and learn. The reports are useful to clients who find them understandable
The Bad
I would wish they could get better asset import capabilities
The Bottom Line
For the price and functionality very good product
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