Review Detail
Overall rating
3.8
Company
4.0
Interface
4.0
Integration
5.0
Pricing
5.0
Monte Carlo Simulation
4.0
Taxes
3.0
Asset Allocation
4.0
LTC-College Planning
2.0
Estate Planning
3.0
Keeps up with the current concepts.
Just waiting for new update.
User Review
The Good
I appreciate that they listen and continue to adapt.
The Bad
I have reviewed the new version and this will clear up some issues. Clients still like cash flow and they are used to living like that. I do wish there was more cash flow ability.
The Bottom Line
I have tried many programs but you can not beat it for the price and easy of use.
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Comments
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