Review Detail
Overall rating
3.9
Company
4.0
Interface
5.0
Integration
4.0
Pricing
4.0
Monte Carlo Simulation
4.0
Taxes
3.0
Asset Allocation
3.0
LTC-College Planning
4.0
Estate Planning
4.0
eMoney is the best combined goal based and cash flow based FP software we have found
The software works and clients understand the outputs. Great interface with Fidelity for account daily downloads.
User Review
The Good
Easy to show clients' their cash flow and paln results
The Bad
Tax estimates need improvment
The Bottom Line
The best we have found.
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