Review Detail
Overall rating
3.9
Company
5.0
Interface
5.0
Integration
4.0
Pricing
3.0
Monte Carlo Simulation
4.0
Taxes
3.0
Asset Allocation
4.0
LTC-College Planning
4.0
Estate Planning
3.0
Very good program
Excellant tool for retirement goal planning
User Review
The Good
Web-based so no installing updates. Great support. Integrates with Principia and Finametrica. What If and SuperSolve features very helpful. Can fund goals by importance, not chronologically.
The Bad
Return/inflation assumptions based on data since 1970 so looks high relative to many clients' experience. Takes some education. A touch bit pricy.
The Bottom Line
A great program. Have used Money Tree and Naviplan in the past. No comparison for me.
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