Review Detail
Overall rating
4.3
Company
5.0
Interface
4.0
Integration
3.0
Pricing
4.0
Monte Carlo Simulation
5.0
Taxes
4.0
Asset Allocation
5.0
LTC-College Planning
4.0
Estate Planning
5.0
Very comprehensive, best for data aggregation and running models
I highly recommend the program for comprehensive financial planning and wealth management. Especially for tech savvy clients.
User Review
The Good
Very comprehensive. Great at aggregating accounts.
The Bad
Takes time to learn all different modules and how input affects output. To my knowledge the program doesn't integrate at all with other software.
The Bottom Line
Great tool for using with clients. Most clients don't take the time to use or view their end of the website though.
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