Review Detail
Overall rating
3.8
Company
5.0
Interface
4.0
Integration
4.0
Pricing
4.0
Monte Carlo Simulation
5.0
Taxes
3.0
Asset Allocation
3.0
LTC-College Planning
4.0
Estate Planning
2.0
Good Program
I have not had an opportunity to work with this program as much as I like but it is easy to use and I can produce a plan in a relatively short amount of time. Love the ability to interact with clients on line.
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Ordering
