Review Detail
Overall rating
3.7
Company
4.0
Interface
4.0
Integration
3.0
Pricing
5.0
Monte Carlo Simulation
5.0
Taxes
3.0
Asset Allocation
3.0
LTC-College Planning
3.0
Estate Planning
3.0
A real gem!
I use it for retirement analyses and do not use all the bells and whistles (not many) this software has. I switched from Money Guide Pro because it added way too many bells and whistles!
User Review
The Good
Very simple to use! Great software to use interactively with the client. Great graphs and Monte Carlo. Did I say very simple to use? Goals Based.
The Bad
Not designed for cash flow based plans. It can not handle very complicated cases.
The Bottom Line
This works great for my practice. It is so easy to use I can crank out a retirement analysis very quickly and go over it with the client and have fun playing with the different assumptions and see what happens to the graphs (red is bad). We update the plans periodically and maximize the good decisions as we work with the clients.
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