Review Detail
Overall rating
2.8
Company
4.0
Interface
3.0
Integration
3.0
Pricing
3.0
Monte Carlo Simulation
2.0
Taxes
3.0
Asset Allocation
2.0
LTC-College Planning
2.0
Estate Planning
3.0
eMoney seems to be best of breed, today
No additional comments
User Review
The Good
I really like the integration of all planning disciplines, and the estate planning scenario. The LPL Financial Planning support department for eMoney is very strong. Account aggregation good.
The Bad
I wish the graphics were a little more upscale. They are nice, but not necessarily upscale. Plus there are a few small quirks they should work out.
The Bottom Line
I am a former Profiles planner. eMoney is best of breed, today.
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