Review Detail
Overall rating
3.6
Company
4.0
Interface
4.0
Integration
4.0
Pricing
3.0
Monte Carlo Simulation
5.0
Taxes
4.0
Asset Allocation
2.0
LTC-College Planning
3.0
Estate Planning
3.0
Solid Goal-based Package
Again, a solid package at a fair price.
User Review
The Good
This package is relatively easy to learn. It is goal-based, and provides good what-if, Monte Carlo, and audit trail capabilities. A good, solid package particularly for younger clients who do not yet need a very detailed cash flow analysis.
The Bad
Easy money is weaker on the investment side, and I think planners would typically use software such as Morningstar's Principia to complement it.
The Bottom Line
A very good tool for the money.
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