Review Detail
Overall rating
3.3
Company
2.0
Interface
3.0
Integration
4.0
Pricing
3.0
Monte Carlo Simulation
2.0
Taxes
4.0
Asset Allocation
4.0
LTC-College Planning
4.0
Estate Planning
4.0
Great cash flow Based Product for the Detailed Planner
I've been using it for about 8 months now and am only finally getting the hang of all the steps necessary to accurately model a client's financial situation.
User Review
The Good
Excellent graphical interface.
Tons of detail
Terrific help desk and support
Tons of detail
Terrific help desk and support
The Bad
Poor user-interface
Slow (at times)
Not at all user-friendly
Company not responsive to user-suggestions
Slow (at times)
Not at all user-friendly
Company not responsive to user-suggestions
The Bottom Line
Excellent product with steep learning curve
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