Review Detail
Overall rating
3.8
Company
4.0
Interface
4.0
Integration
4.0
Pricing
4.0
Monte Carlo Simulation
4.0
Taxes
4.0
Asset Allocation
3.0
LTC-College Planning
4.0
Estate Planning
3.0
Best planning program used to date.
Will continue to use for forseeable future.
User Review
The Good
Very comprehensive & relatively easy to review various "what if" scenarios. Easy to use with clients face-to-face and allows clients to access on their own.
The Bad
Long term care needs analysis seems not to be integrated with rest of program.
The Bottom Line
Goal based probability outcomes makes this better than others I have used.
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