Review Detail
Overall rating
3.6
Company
4.0
Interface
3.0
Integration
4.0
Pricing
3.0
Monte Carlo Simulation
4.0
Taxes
3.0
Asset Allocation
3.0
LTC-College Planning
4.0
Estate Planning
4.0
Significant learning curve, but one of the better programs available.
Have recommended the program to others with the understand they will need time to learn the system and get up to speed. Don't expect to create great plans right away.
User Review
The Good
Aggregation makes monitoring towards goal progression a more meaningful. Can use as much or as little detail as needed for the specific client. Strong collaboration capabilities. Scenario modeling very uesful with clients, particularly the ease in making quick updates once the original plan is established.
The Bad
Learning curve. Need to spend time getting to understand the calculations and understand minors tweaks needed for accuracy.
The Bottom Line
Great program and clients love the aggregation. Great for client reviews, especially showing the reports on the big screen.
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