Review Detail
Overall rating
4.3
Company
5.0
Interface
5.0
Integration
5.0
Pricing
5.0
Monte Carlo Simulation
5.0
Taxes
3.0
Asset Allocation
3.0
LTC-College Planning
5.0
Estate Planning
3.0
Very Intuitive Tool!
A great time saver
User Review
The Good
Allows me to place highly professional and comprehensive plan in front of my clients.
The Bad
If there is a weak spot, i'd have to say it is in the estate plan area. Does well in cover the basic AB trust scenario, but stops there. Also, wish I could add (but not replace) custom text throughout the plan.
The Bottom Line
Outstanding software for design and presentaion of most plan scenarios.
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