Review Detail
Overall rating
3.3
Company
4.0
Interface
3.0
Integration
4.0
Pricing
4.0
Monte Carlo Simulation
3.0
Taxes
3.0
Asset Allocation
3.0
LTC-College Planning
3.0
Estate Planning
3.0
Price and Features for a Small Planner
We used NaviPlan and Exec Plan in the past. This is so much easier to use and the clients understand it, we're not overwhelming them with data. I wish some of the tables could be exported to excel for further refinements, especially the college planning data but all in all I'm happy with it.
User Review
The Good
Imports assets from Portfolio Center and Morningstar, decent allocation, easy input and overrides
The Bad
Sometimes the scenarios aren't as transparent. Can't start a scenario in the future without error messages.
The Bottom Line
For the price gives clear, easily customizable reports.
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