Review Detail

 
eMoney Hot
Financial Planning
by Guest     October 20, 2009    
jsampers

View all my reviews (3)
Overall rating 
 
 
3.7
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
4.0
Pricing 
 
 
3.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
4.0

Solid client-centered, user friendly web based solution.

The underlying model is a game changer with financial services industry.

User Review

The Good
Good client centric, cash flow driven planning solution that supports independent advisors.
The Bad
Aggregation center and system limitations
The Bottom Line
Excellent client facing tool that can be effectively tailored and supplemented by more expert tools to create competitive advantage.
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