Review Detail
Overall rating
3.6
Company
5.0
Interface
5.0
Integration
5.0
Pricing
5.0
Monte Carlo Simulation
5.0
Taxes
2.0
Asset Allocation
2.0
LTC-College Planning
2.0
Estate Planning
1.0
Easy for clients to understand.
Does not work well with cash flow, tax or pre-retirement goals. Does not work well with business or real estate assets.
User Review
The Good
Great overall program what continues to be improved.
The Bad
Does not work well for higher net worth clients, sophisticated estate plans or assets which are not securities.
The Bottom Line
Worth the price - buy something else for more sophisticated clients.
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