Review Detail

 
Financial Planning
by Guest     September 23, 2009    
Overall rating 
 
 
2.9
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
2.0
Pricing 
 
 
1.0
Monte Carlo Simulation 
 
 
5.0
Taxes 
 
 
2.0
Asset Allocation 
 
 
1.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
4.0

Great concept of a program but many flaws

Great start

User Review

The Good
ease of use
The Bad
taxes
The Bottom Line
good for clients who are more visual
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