Review Detail

 
eMoney Hot
Financial Planning
by Guest     October 20, 2009    
mosteven

View all my reviews (2)
Overall rating 
 
 
3.6
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
3.0
Pricing 
 
 
3.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
4.0

e-Money - Good product with many useful features

NFM

User Review

The Good
Web-based reliable product. The client's that do use their own webpage love the fact that it is up to date with the nightly aggregation
The Bad
Reports could be more customizable. Steep learning curve. No performance reporting.
The Bottom Line
Great product for creating plans and monitoring client assets.
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