Review Detail
Overall rating
4.5
Company
5.0
Interface
5.0
Integration
5.0
Pricing
4.0
Monte Carlo Simulation
5.0
Taxes
4.0
Asset Allocation
4.0
LTC-College Planning
4.0
Estate Planning
4.0
Clients like the ability to quickly see alternatives.
It took a while to learn which of the many report options would be best to present to my clients, but now that I have that that figured out, the process is quite easy.
User Review
The Good
Integrations are time-savers.
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