Review Detail
Overall rating
4.0
Company
4.0
Interface
4.0
Integration
2.0
Pricing
4.0
Monte Carlo Simulation
3.0
Taxes
5.0
Asset Allocation
4.0
LTC-College Planning
5.0
Estate Planning
5.0
Comprehensive program with intuitive reports and time saving input carryovers from module to module
Overall it is a good stand alone program though I wish it could integrate with other products.
User Review
The Good
Moderate learning curve, intuitive reports, intuitive and comprehensive data entry fields, nice estate planning module and solid comprehensive retirement planning module. Life insurance module is adequate and long term care planning module is better than most I've seen.
The Bad
Lack of integration with other programs such as Morningstar
The Bottom Line
If this program integrated with other programs such as Morninstar and CRM applications such as SalesForce it would be a wonderful option for full service wealth managers.
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