Review Detail
Overall rating
3.7
Company
3.0
Interface
4.0
Integration
3.0
Pricing
4.0
Monte Carlo Simulation
4.0
Taxes
4.0
Asset Allocation
4.0
LTC-College Planning
5.0
Estate Planning
2.0
Interacts well with web site and Albridge up loads well into it.
I like the way the Albridge and Redtail imports into the program
User Review
The Good
Relatively easy to use program. Clients like the confidence factor reporting style
The Bad
We don't like the fact that you cant change the percentage of bad percentage return years on standard reports
Needs to show better reports on the Personal portal
Needs to show better reports on the Personal portal
The Bottom Line
Good value. Pricing is right
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