Review Detail
Overall rating
4.1
Company
5.0
Interface
4.0
Integration
5.0
Pricing
3.0
Monte Carlo Simulation
4.0
Taxes
4.0
Asset Allocation
4.0
LTC-College Planning
4.0
Estate Planning
4.0
Easy choice over Finacial Profiles
I was hesitant to change from Financial Profiles because I didn't want to have to spend the time to learn new software, but in the end it was (and is) a no-brainer. Only complaint is a minor one...program will only print output in a landscape format.
User Review
The Good
Can enter client data quickly and get to the meat of the program very fast. Results of the analysis are displayed concisely and the What If pages are effective in showing how to improve client scenario.
The Bad
Pages can only be printed in landscape mode for finished plan.
The Bottom Line
Financial planning software that is good enough for me to stop looking for something better than Profiles.
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