Review Detail
Overall rating
3.6
Company
5.0
Interface
4.0
Integration
4.0
Pricing
2.0
Monte Carlo Simulation
3.0
Taxes
3.0
Asset Allocation
3.0
LTC-College Planning
4.0
Estate Planning
4.0
Good overall tool.
I like the tool and use it with the client present. Changes can be made and impact seen immediately.
User Review
The Good
Aggregration is a great tool for me and for client.Planning tools are good to very good. Client vault is a nice perk.
The Bad
Aggregration requires staff time to keep updated. Small lag time to see plan changes due to web based platform.
The Bottom Line
Pretty good overall planning software. A little more expensive than many competitors but you get some things they don't offer like aggregration and the client vault.
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