Review Detail
Overall rating
3.9
Company
5.0
Interface
5.0
Integration
3.0
Pricing
3.0
Monte Carlo Simulation
5.0
Taxes
4.0
Asset Allocation
4.0
LTC-College Planning
3.0
Estate Planning
3.0
It works for me and is very well received by clients
I like it.
User Review
The Good
Great reports and presentations; saves files for future reference
The Bad
Data gathering forms are cumbersome -- not easy to use
The Bottom Line
It works for me!
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