Review Detail
Overall rating
4.2
Company
5.0
Interface
3.0
Integration
4.0
Pricing
4.0
Monte Carlo Simulation
5.0
Taxes
5.0
Asset Allocation
5.0
LTC-College Planning
4.0
Estate Planning
3.0
Very comprehensive product - sometimes intimidating in its complexity
We use it to create net worth statements and for the occasional Monte Carlo. We are open to other products that might fit better with our planning process.
User Review
The Good
Goal-based; comprehensive; lots of options to work with.
The Bad
Interface is clunky; no cash-flow based planning for retirement.
The Bottom Line
Top notch product, but may be overkill for some.
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