Review Detail
Overall rating
3.7
Company
3.0
Interface
3.0
Integration
4.0
Pricing
3.0
Monte Carlo Simulation
5.0
Taxes
4.0
Asset Allocation
5.0
LTC-College Planning
3.0
Estate Planning
3.0
Does the job
Only been using it a few months, but much more user friendly than NaviPlan, and it has the account integration that wish MoneyTree had had.
User Review
The Good
Like the custodian integration a lot.
The Bad
Limited cash flow analysis.
The Bottom Line
Will renew.
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