Review Detail
Overall rating
3.8
Company
4.0
Interface
5.0
Integration
5.0
Pricing
4.0
Monte Carlo Simulation
4.0
Taxes
3.0
Asset Allocation
3.0
LTC-College Planning
3.0
Estate Planning
3.0
Great support
This product is likely a good fit for most advisors. It's easy to use yet provides much more than cookie cutter nonesense.
User Review
The Good
Ease of use
The Bad
too little illustrative emphasis on taxes.
The Bottom Line
This a very good program that generates tailored client friendly reports that can be long and detailed, or short and precise.
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