Review Detail
Overall rating
3.7
Company
4.0
Interface
4.0
Integration
4.0
Pricing
4.0
Monte Carlo Simulation
3.0
Taxes
2.0
Asset Allocation
4.0
LTC-College Planning
4.0
Estate Planning
4.0
Valuable financial planning tool with data aggregation capabilities.
Great tool!
User Review
The Good
Strongest point: data aggregation capabilities.
Good job on financial planning software.
Web-based, so clients can access it anytime and I can do reviews when they live outside the area.
Great phone support by company.
Good job on financial planning software.
Web-based, so clients can access it anytime and I can do reviews when they live outside the area.
Great phone support by company.
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