Review Detail
Overall rating
3.2
Company
4.0
Interface
3.0
Integration
5.0
Pricing
3.0
Monte Carlo Simulation
3.0
Taxes
1.0
Asset Allocation
2.0
LTC-College Planning
4.0
Estate Planning
4.0
Interesting approach- I like the principles. Can be cumbersome to use.
no
User Review
The Good
Time tested- understand how clients think. Strong believers in integrating with other apps
The Bad
Sometimes the generalizing methodology falls short in trying to do hands on year by year planning
The Bottom Line
Solid and innivative
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