Review Detail
Overall rating
4.0
Company
4.0
Interface
5.0
Integration
4.0
Pricing
3.0
Monte Carlo Simulation
4.0
Taxes
4.0
Asset Allocation
4.0
LTC-College Planning
4.0
Estate Planning
4.0
Good program for sharing with other advisors in firm
Recommend
User Review
The Good
We use this from simple to more complex situations. The web aggregation tool is popular with clients and other advisors.
The Bad
Takes time to master.
The Bottom Line
Good balance between user and client needs. Reports are easily understood and can be updated very easily.
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