Review Detail
Overall rating
2.5
Company
2.0
Interface
2.0
Integration
3.0
Pricing
3.0
Monte Carlo Simulation
1.0
Taxes
2.0
Asset Allocation
3.0
LTC-College Planning
3.0
Estate Planning
3.0
Pretty Complicated
Before Profiles was acquired by EISI it was an easy to use program with basic financial info that was also easy to understand by clients. It also had good, simple graphs for clients to understand. It has now become a complicated, and difficult to use program that stil produces easy to understand graphs.
User Review
The Good
good graphs
The Bad
complicated
The Bottom Line
time consuming
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