Review Detail
Overall rating
4.8
Company
5.0
Interface
5.0
Integration
5.0
Pricing
5.0
Monte Carlo Simulation
5.0
Taxes
4.0
Asset Allocation
5.0
LTC-College Planning
5.0
Estate Planning
4.0
The one program I can't live without
I've read some of the comments that request more detailed cash flow. Problem is, that confuse the role of cash flow and goals based software. Cash flow planning is appropraite for relatively short time periods (i.e.,
User Review
The Good
It is extraordinarily interactive and client user friendly. We have large video screens in our conference rooms and do all of our planning interactively with our clients. For those out of town we use GoToMeeting.
The Bad
PIE keeps the upgrades coming so fast and furious I have trouble keeping up.
The Bottom Line
If it gets much better it may put me out of business as my clients won't need me.
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Comments
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