Review Detail
Overall rating
2.8
Company
4.0
Interface
3.0
Integration
4.0
Pricing
3.0
Monte Carlo Simulation
3.0
Taxes
2.0
Asset Allocation
2.0
LTC-College Planning
2.0
Estate Planning
2.0
Best program out there
Has improved over the years.
User Review
The Good
Integrates pretty well with Redtail. Overall, the most intuitive program out there.
The Bad
Had an issue with calculation of life insurance (double counted clients life insurance, so underestimated need); this was corrected.
Results change when just reviewing a module (i.e. retirement income), even without changing amounts.
Results change when just reviewing a module (i.e. retirement income), even without changing amounts.
The Bottom Line
Even with the quirks, this still seems to be the best program out there, with just enough detail, but not so much to overwhelm.
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