Review Detail
Overall rating
3.2
Company
4.0
Interface
4.0
Integration
3.0
Pricing
3.0
Monte Carlo Simulation
2.0
Taxes
2.0
Asset Allocation
4.0
LTC-College Planning
2.0
Estate Planning
5.0
Great at crunching numbers but lacks in client implementation tool.
Better than most but still lacking as a tool that you can sell from.
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