Review Detail
Overall rating
4.3
Company
5.0
Interface
4.0
Integration
4.0
Pricing
5.0
Monte Carlo Simulation
5.0
Taxes
3.0
Asset Allocation
4.0
LTC-College Planning
5.0
Estate Planning
4.0
Excellent goals based software.
I have used for several years now and highly recommend it.
User Review
The Good
Great on-demand videos to help you learn the software. Great phone support. Very easy for clients to interact with the software and understand what is going on with their plan.
The Bad
Needs detailed year by year cash flow for life insurance. Also does not allow you to calculate life insurance needs for anyone who is retired. Cannot help you with detailed tax analysis.
The Bottom Line
Excellent software for an excellent price.
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