Review Detail
Overall rating
4.1
Company
5.0
Interface
5.0
Integration
4.0
Pricing
5.0
Monte Carlo Simulation
4.0
Taxes
3.0
Asset Allocation
3.0
LTC-College Planning
4.0
Estate Planning
4.0
Silver does the job
Money Tree has many other planning tools. Silver is great for 90% of clients. However, if you need to 'go deep" on a particular aspect of a clients plan Money Tree has the tools to do so.
User Review
The Good
It is easy to use and creates a great readable plan for clients.
The Bad
It isn't something you get under the hood of and manipulate.
The Bottom Line
This planning tool is not to hot not to cold. The client and their ability to understand and implement the plan is what is most important. So, from the client's point of view the plan produced by Silver is just right.
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