Review Detail
Overall rating
2.9
Company
3.0
Interface
2.0
Integration
2.0
Pricing
3.0
Monte Carlo Simulation
3.0
Taxes
5.0
Asset Allocation
2.0
LTC-College Planning
3.0
Estate Planning
3.0
Using Naviplan Extended desktop for 10 years, great program but no improvements over past few years.
Not sure that I would recommend for a new planner but if you are willing to learn the program it is very powerful.
User Review
The Good
Very detailed cash flow planning good to do what if scenarios.
The Bad
No recent improvements to desktop and they have not made a way to migrate old desktop client files work on the new system.
The Bottom Line
Great program but I believe EISI has been distracted from servicing the independent advisor market.
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