Review Detail
Overall rating
3.6
Company
4.0
Interface
4.0
Integration
4.0
Pricing
4.0
Monte Carlo Simulation
4.0
Taxes
4.0
Asset Allocation
3.0
LTC-College Planning
2.0
Estate Planning
3.0
There is a reason why this is the most used software in the industry.
There is a reason why this is the most used software in the industry. It has the most functionally for the price.
User Review
The Good
A full powered planning engine. Can plan for just about any situation and it is continuously updated.
The Bad
The default reports that come with the software are not great. It requires that you build your own reports templates to tell a good planning story. I also wish that they had a better metric of progress over time than the Star History. It's not very easy to use and the bar charts they use are not intuitive. This information could be a big win for advisors but I doubt that many use it because it seems like an after thought in the software.
The Bottom Line
There is a reason why this is the most used software in the industry. It has the most functionally for the price.
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