Review Detail
Overall rating
3.7
Company
4.0
Interface
5.0
Integration
5.0
Pricing
4.0
Monte Carlo Simulation
4.0
Taxes
3.0
Asset Allocation
4.0
LTC-College Planning
2.0
Estate Planning
2.0
PFA MGP Experience
Good program which is graphically appealing for clients. It interfaces and integrates with all the programs I use which makes my life easier. I like the what if scenarios with the super solve function.
User Review
The Good
Integration, interfaces, what if scenarios, and super solve.
The Bad
Calculations are based on specific year as opposed to time during the year. For example, if a client plans on retiring on 06/30, the program assumes the client retires during the first of the year which doesn't accurately portray the clients' situation.
The Bottom Line
Easy to use software which enables me display most facets of a financial plan to my clients.
Was this review helpful to you?
Comments
Ordering
