Review Detail
Overall rating
3.8
Company
5.0
Interface
3.0
Integration
4.0
Pricing
4.0
Monte Carlo Simulation
4.0
Taxes
4.0
Asset Allocation
3.0
LTC-College Planning
3.0
Estate Planning
4.0
Very good cost effective solution.
For someone like myself who has limited experience in financial planning, this program works well. You can get up and running quickly, then gain mastery over time.
User Review
The Good
Easy for advisor and client to collaborate.
The Bad
Can get complicated if you're out of practice.
The Bottom Line
Excellent financial planning system.
Was this review helpful to you?
Comments
Ordering
