Review Detail
Overall rating
2.3
Company
3.0
Interface
3.0
Integration
3.0
Pricing
2.0
Monte Carlo Simulation
2.0
Taxes
2.0
Asset Allocation
2.0
LTC-College Planning
2.0
Estate Planning
2.0
e-money review
see above
User Review
The Bad
connection issues. many of the sites will have updated passwords that either confuses or frustrates my clients on getting their connections re-established. it usually creates more work. some have turned away with just wanting the direct site to go and see how their portfolio is doing.
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Comments
Ordering
