Review Detail
Overall rating
3.0
Company
4.0
Interface
3.0
Integration
2.0
Pricing
3.0
Monte Carlo Simulation
3.0
Taxes
3.0
Asset Allocation
2.0
LTC-College Planning
3.0
Estate Planning
4.0
good but to0 complicated
long learning curve
data entry complicated
has comprehensive reports
need better audit trails to understand where results come from
User Review
The Good
comprehensive
The Bad
too complicated-need more audit trails and summary reports or pages
The Bottom Line
good but not great-lots of paper reports
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