Review Detail

 
Financial Planning
by Guest     September 23, 2009    
Overall rating 
 
 
4.7
Company 
 
 
5.0
Interface 
 
 
4.0
Integration 
 
 
4.0
Pricing 
 
 
5.0
Monte Carlo Simulation 
 
 
5.0
Taxes 
 
 
5.0
Asset Allocation 
 
 
5.0
LTC-College Planning 
 
 
5.0
Estate Planning 
 
 
4.0

Great product. Really changed our office dynamic!

Nothing at this time.

User Review

The Good
Integration, importing and exporting. Able to use outside Access programmers to customize reports.
The Bad
Some screens are hard to find what you're looking for.
The Bottom Line
Awesome product. Completely changed our office structure both client facing and operationally.
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