Review Detail

 
eMoney Hot
Financial Planning
by Guest     October 20, 2009    
Meech

View all my reviews (2)
Overall rating 
 
 
3.2
Company 
 
 
4.0
Interface 
 
 
3.0
Integration 
 
 
4.0
Pricing 
 
 
3.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
2.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
2.0

Emoney review

Most of our clients haven't cared to use the client portal.

User Review

The Good
Comprehensive program good for storing client case details and doing planning
The Bad
Clunky interface that needs some updating to truly simplify or reduce time spent on redundant tasks.
The Bottom Line
Decent planning software
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