Review Detail
Overall rating
4.5
Company
5.0
Interface
4.0
Integration
5.0
Pricing
4.0
Monte Carlo Simulation
5.0
Taxes
5.0
Asset Allocation
5.0
LTC-College Planning
3.0
Estate Planning
4.0
Great Tool To Stimulate Client Conversations
None
User Review
The Good
Goal oriented presentation works well with clients.
The Bad
difficult to provide detailed spreadsheet printouts for clients who want them.
The Bottom Line
Overall excellent upgrade to our previous system.
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