Review Detail
Overall rating
3.3
Company
5.0
Interface
4.0
Integration
4.0
Pricing
4.0
Monte Carlo Simulation
3.0
Taxes
3.0
Asset Allocation
2.0
LTC-College Planning
3.0
Estate Planning
2.0
Good program
We'll be using this program for a long time, I think. Tech support is great, the planning is good, presentation is very nice.
User Review
The Good
Great presentation. Integrated with lots of programs. Innovative changes. We like the ease of running alternate scenarios.
The Bad
We would like to have an integrated cash flow, but the software is goals centric, so we run our cash flow and spending plans on excel
The Bottom Line
We really like this software. It does most of the planning we like to present, it's easy to run scenarios and change assumptions, although the estate planning is fairly simplistic.
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