Review Detail
Overall rating
3.7
Company
5.0
Interface
3.0
Integration
3.0
Pricing
5.0
Monte Carlo Simulation
5.0
Taxes
3.0
Asset Allocation
3.0
LTC-College Planning
3.0
Estate Planning
3.0
Silver Retirement Planner
I have used this product for 11 years and would not be without it in my arsenal of financial planning tools.
User Review
The Good
Easy to use and pricing is excellent
The Bad
Assumes a constant rate of return for the life of the portfolio. Therefore, I run the report every year for my clients 50 and older.
The Bottom Line
Love the simplicity and user friendlines. The company gives great support and is responsive. Has some little quirks but in time you can figure it out and modify the input to achieve what you are looking for.
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