Review Detail
Overall rating
3.3
Company
4.0
Interface
3.0
Integration
4.0
Pricing
4.0
Monte Carlo Simulation
5.0
Taxes
2.0
Asset Allocation
4.0
LTC-College Planning
2.0
Estate Planning
2.0
Great graphics & client interface
None
User Review
The Good
Clients like it. Online access and play zone best features.
The Bad
Generating single needs reports and printing could be easier.
The Bottom Line
Glad I switched!
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Comments
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