Review Detail
Overall rating
3.9
Company
5.0
Interface
5.0
Integration
3.0
Pricing
5.0
Monte Carlo Simulation
4.0
Taxes
4.0
Asset Allocation
1.0
LTC-College Planning
4.0
Estate Planning
4.0
Best program I've used
Note that we don't use the asset allocation portion of the program.
User Review
The Good
Very comprehensive but then again, I've always used a cash flow driven planning platform
The Bad
Nothing really, no more quirks than any other
The Bottom Line
Likely the strongest program out there.
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