Review Detail

 
Financial Planning
by a4a-manage     May 28, 2009    
Overall rating 
 
 
3.7
Company 
 
 
4.0
Interface 
 
 
3.0
Integration 
 
 
2.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
4.0

Communicates ideas well

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User Review

The Good
Good graphs and charts in output, clients like that
The Bad
A lot of manual data entry
The Bottom Line
Communicates to clients well, and that's very important
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