Review Detail
Overall rating
3.5
Company
4.0
Interface
4.0
Integration
4.0
Pricing
5.0
Monte Carlo Simulation
4.0
Taxes
3.0
Asset Allocation
2.0
LTC-College Planning
2.0
Estate Planning
3.0
Good basic planning software for those near or in retirement
This continues to be the simple financial planning software we use, but we are exploring other modules and competing products
User Review
The Good
Easy to learn
The Bad
Not very comprehensive, somewhat inflexible. This may be by design as the company offers other modules to meet additional needs
The Bottom Line
Works well for basic planning
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