Review Detail
Overall rating
2.8
Company
3.0
Interface
4.0
Integration
2.0
Pricing
3.0
Monte Carlo Simulation
3.0
Taxes
2.0
Asset Allocation
2.0
LTC-College Planning
3.0
Estate Planning
3.0
Decent Product for the money. It has improved significantly over the past 10 years
Worth a look
User Review
The Good
Easy to use and update with decent client presentation material
The Bad
Although basic is good, it cannot do more complicated scenarios
and I find I have had to create my own workarounds.
and I find I have had to create my own workarounds.
The Bottom Line
For the detail finance geek this will not be your answer but for
general planning and non affluent client work this is certainly a
reasonable product
general planning and non affluent client work this is certainly a
reasonable product
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