Review Detail

 
Financial Planning
by Guest     September 23, 2009    
Overall rating 
 
 
3.9
Company 
 
 
5.0
Interface 
 
 
5.0
Integration 
 
 
5.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
2.0

Great all-around planning tool

This is a hit with clients

User Review

The Good
Easy to use
The Bottom Line
Great tool, with helpful integration
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