Review Detail
Overall rating
3.1
Company
4.0
Interface
4.0
Integration
3.0
Pricing
4.0
Monte Carlo Simulation
4.0
Taxes
2.0
Asset Allocation
3.0
LTC-College Planning
2.0
Estate Planning
2.0
easy to use, easy to understand
good software for the money
User Review
The Good
simple learning curve
The Bad
can't do taxes by state and estate planning is too generic
The Bottom Line
shows clients clearly what the results of their info are. problem is, it's all fiction.
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