Review Detail
Overall rating
4.6
Company
5.0
Interface
5.0
Integration
5.0
Pricing
4.0
Monte Carlo Simulation
5.0
Taxes
5.0
Asset Allocation
4.0
LTC-College Planning
4.0
Estate Planning
4.0
Great Planning Program!!!!!
I've used just about all of them, For me and my clients, this works.
User Review
The Good
Quick, informative, clients can easily understand
The Bad
Would like to see better financial planning marketing materials, slide show, brochures, etc.
The Bottom Line
Great Financial Planning Program!!!!
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Comments
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