Review Detail
Overall rating
3.7
Company
4.0
Interface
4.0
Integration
3.0
Pricing
1.0
Monte Carlo Simulation
5.0
Taxes
5.0
Asset Allocation
5.0
LTC-College Planning
3.0
Estate Planning
3.0
cashflow driven.
You could use a lighter weight program for clients a ways away from retirement, and switch to naviplan for the careful analysis of retirement as they get closer.
User Review
The Good
can model most anything. technical treatment of different income and expenses is very carefully done
The Bad
complexity/completeness of analysis shows up in learning curve
The Bottom Line
for careful analysis, very good
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