Review Detail
Overall rating
4.3
Company
5.0
Interface
5.0
Integration
5.0
Pricing
5.0
Monte Carlo Simulation
5.0
Taxes
3.0
Asset Allocation
4.0
LTC-College Planning
4.0
Estate Planning
3.0
Wouldn't go without it!
Very good plat form. Wouldn't go without it.
User Review
The Good
Prioritizes goals. Excellent for long term goals
The Bad
I wish it was better at short term cash flow objectives
The Bottom Line
Comprehensive. Easy to use. Highly recommended
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