Review Detail
Overall rating
3.5
Company
5.0
Interface
5.0
Integration
4.0
Pricing
3.0
Monte Carlo Simulation
3.0
Taxes
3.0
Asset Allocation
3.0
LTC-College Planning
3.0
Estate Planning
2.0
Overall, a good product.
Still the best all-round I've seen
User Review
The Good
Presentation options are flexible enought to handle varying client styles of learning.
The Bad
Detail planning and showing effect of changes are to cumbersome
The Bottom Line
Best for the money, on the market
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