Review Detail
Overall rating
3.7
Company
4.0
Interface
4.0
Integration
4.0
Pricing
4.0
Monte Carlo Simulation
4.0
Taxes
4.0
Asset Allocation
4.0
LTC-College Planning
2.0
Estate Planning
3.0
Good initial screening device
Good Tool - provides for stress testing as well as straightline returns. SuperSolve feature very useful.
User Review
The Good
Easy to set up. Good flexibility in using projected or historical asset class returns
The Bad
LTC model ony evaluates one client with LTC at a time
The Bottom Line
Good Tool
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