Review Detail
Overall rating
3.5
Company
5.0
Interface
4.0
Integration
3.0
Pricing
3.0
Monte Carlo Simulation
4.0
Taxes
3.0
Asset Allocation
3.0
LTC-College Planning
3.0
Estate Planning
3.0
Great tool for developing and communicating a goal based financial plan.
Looking forward to the new G3 updates that include Social Security benefit planning and withdrawal rate calculations.
User Review
The Good
Easy to use. Import portfolios from PortfolioCenter. Year by year goal planning is easy to understand for clients. On top of industry changes such as Roth Conversions and incorporating into plan.
The Bad
Life insurance seems to be black box calculation. Wish you could have different rates of return over different periods and for different groups of assets (only allows pre and post retirement assumptions for the entire portfolio).
The Bottom Line
Great tool for developing and communicating a goal based financial plan.
Was this review helpful to you?
Comments
Ordering
