Review Detail
Overall rating
3.7
Company
4.0
Interface
4.0
Integration
4.0
Pricing
3.0
Monte Carlo Simulation
5.0
Taxes
3.0
Asset Allocation
3.0
LTC-College Planning
3.0
Estate Planning
4.0
Solid product that is easy to use and translates well for the client
A definite necessity for helping clients understand and manage their money.
User Review
The Good
Ease of use for client providing a comprehensive product.
The Bad
Pricing
The Bottom Line
Will definitely provide value to your bottom line.
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