Review Detail
Overall rating
3.6
Company
4.0
Interface
4.0
Integration
5.0
Pricing
4.0
Monte Carlo Simulation
4.0
Taxes
3.0
Asset Allocation
3.0
LTC-College Planning
3.0
Estate Planning
2.0
Very good for goal based planning, very god support
Integrates very well with Portfolio Center and Morningstar Advisor Workstation via import and export functions. Very good client presentations using a computer or large flat panel TV.
User Review
The Good
Intuitive, easy to use interface with good on line documentation. Very good integration via import and export features. Also the presentation and Star Tracking for client progress towards goals are very effective tools.
The Bad
Very limited capability for cash flow planning
The Bottom Line
A very good tool for goal based planning and for interacting with clients about their financial goals.
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