Review Detail

 
Financial Planning
by Guest     September 23, 2009    
Overall rating 
 
 
4.1
Company 
 
 
5.0
Interface 
 
 
5.0
Integration 
 
 
4.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
5.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
3.0

Popular and keeps getting better

Pretty straightforward program produced nice exhibits. I don't use super solve because I don't want a program making the trade-off decsions. Playing with the what if's is fun.

User Review

The Good
Easy to use and puts out nice exhibits. Company keeps making meaningful improvements to the program and responds to feedback.
The Bad
Program does not allow unmarried couples in one plan. All advisors who use the program (and there are lots of them) have the same cover page. So sometimes people walk into our office with cover page and exhibits from somewhere else that look the same.
The Bottom Line
Very good.
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