Review Detail
Overall rating
3.9
Company
5.0
Interface
4.0
Integration
3.0
Pricing
5.0
Monte Carlo Simulation
5.0
Taxes
3.0
Asset Allocation
3.0
LTC-College Planning
3.0
Estate Planning
4.0
Easy Input, Good configurable reports, What-Ifs are very useful
I've used it for 5 years and I am very happy with it. It has been improved with the What-If analysis.
User Review
The Good
Easy Input, Can create reports quickly
The Bad
Retirement cash flow is OK, but in fairness they have a Golden Years product for more detailed retirement planning
The Bottom Line
I've used it for 5 years and I am very happy with it. It has been improved with the What-If analysis.
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