Review Detail
Overall rating
4.2
Company
5.0
Interface
4.0
Integration
4.0
Pricing
5.0
Monte Carlo Simulation
5.0
Taxes
3.0
Asset Allocation
4.0
LTC-College Planning
4.0
Estate Planning
4.0
Excellent product
Lacks some of the sophistication that some higher priced software has, but does an excellent analysis and presentation for 99% of my clients.
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