Review Detail
Overall rating
4.3
Company
5.0
Interface
5.0
Integration
5.0
Pricing
5.0
Monte Carlo Simulation
5.0
Taxes
2.0
Asset Allocation
5.0
LTC-College Planning
5.0
Estate Planning
2.0
It lives up to its reputation as a client friendly planning software with its interactive features
the best overall financial planning software that I have tried. If they beef up the estate planning and tax planning (especially rental real estate) it would be even better.
User Review
The Good
Have been using it since starting my firm a few years ago. Tried several others preferred this one for its user friendly (client facing) features and one of the earliest vendors to go on the cloud.
The Bad
The estate planning feature is weak. No advanced planning tools beyond the life insurance trust and living trust. Also needs to add a module for rental real estate with tax planning details such as depreciation, carryover losses, etc.
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