Review Detail
Overall rating
2.5
Company
3.0
Interface
3.0
Integration
3.0
Pricing
4.0
Monte Carlo Simulation
1.0
Taxes
1.0
Asset Allocation
1.0
LTC-College Planning
3.0
Estate Planning
3.0
It's ok, but doesn't allow the client to print their own reports.
None
User Review
The Good
Simple to use and the client website is very nice.
The Bad
Clients cannot print their own reports if they choose to.
The Bottom Line
It's ok.
Was this review helpful to you?
Comments
Ordering
