Review Detail
Overall rating
4.0
Company
4.0
Interface
3.0
Integration
3.0
Pricing
5.0
Monte Carlo Simulation
5.0
Taxes
4.0
Asset Allocation
4.0
LTC-College Planning
4.0
Estate Planning
4.0
It has been the foundation of our service offering for 20 years.
It is the best cash flow planning software we have used.
User Review
The Good
Cash flow planning and reporting
The Bad
Integrations are clunky
The Bottom Line
The best product we have tested and used.
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Comments
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