Review Detail
Overall rating
4.1
Company
5.0
Interface
5.0
Integration
5.0
Pricing
5.0
Monte Carlo Simulation
4.0
Taxes
3.0
Asset Allocation
3.0
LTC-College Planning
4.0
Estate Planning
3.0
Covers most planning needs; G3 is a significant improvement
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User Review
The Good
Great toolset. G3 changes really advances the software. Company is committed to continuously upgrading their offering. Found customer service to be knowledgeable.
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Comments
Ordering
