Review Detail
Overall rating
3.6
Company
4.0
Interface
4.0
Integration
3.0
Pricing
5.0
Monte Carlo Simulation
4.0
Taxes
3.0
Asset Allocation
3.0
LTC-College Planning
3.0
Estate Planning
3.0
Simple, inexpensive planning tool for day-to-day planning
I have been using it for the last 10 years or so and very satisfied with it.
User Review
The Good
Simple but powerful tool for financial planning for simpler cases which are the most encountered. Does the job without getting too technical with good tables and graphics. I love using it daily.
The Bad
I find no defects for a simple tool such as this. If you want more complicated software the company and others offer more detailed ones.
The Bottom Line
Very useful for most planning purposes without getting too elite.
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