Review Detail
Overall rating
2.3
Company
3.0
Interface
2.0
Integration
4.0
Pricing
1.0
Monte Carlo Simulation
3.0
Taxes
2.0
Asset Allocation
2.0
LTC-College Planning
2.0
Estate Planning
2.0
Only use it because of it's integration
Good: integration and retirement planning
Cash flow not integrated - need to use own spread sheets
Asset allocation - hoped that would be better than others, because of it's Morningstar download, but I can't use it for a whole number of reasons.
Bad: Presentation - clients don't like it - don't understand it - have to spend too much time explaining it.
Bottom Line: I use it because of it's integration with other software and to make an analysis for myself. Have to create my own report for client.
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