Review Detail
Overall rating
4.5
Company
5.0
Interface
5.0
Integration
5.0
Pricing
5.0
Monte Carlo Simulation
5.0
Taxes
2.0
Asset Allocation
3.0
LTC-College Planning
5.0
Estate Planning
5.0
Great Client Appeal Easy to Use
Like the program, with each update they are enhancing even more. Keeps improving.
User Review
The Good
Great information to share with clients - making conncetion between average returns and real market performance, timing of retirement and establishing priorities. Helps us really connect to what is most important to client and not just focus on investment performance. Great integration with portfolio accounting.
The Bad
Would like even more flexibility customizing reports. Would also like more details on tax calculations.
The Bottom Line
Very Good!
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