Review Detail

 
eMoney Hot
Financial Planning
by Guest     October 20, 2009    
mortonad

View all my reviews (1)
Overall rating 
 
 
2.8
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
3.0
Pricing 
 
 
3.0
Monte Carlo Simulation 
 
 
3.0
Taxes 
 
 
2.0
Asset Allocation 
 
 
2.0
LTC-College Planning 
 
 
2.0
Estate Planning 
 
 
2.0

Decent, not spectacular

Needs continuous updates

User Review

The Good
The client-facing portal
The Bad
Needs Analysis is inaccurate
The Bottom Line
Not sure if there is a better option out there
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