Review Detail
Overall rating
3.6
Company
5.0
Interface
3.0
Integration
4.0
Pricing
4.0
Monte Carlo Simulation
5.0
Taxes
3.0
Asset Allocation
3.0
LTC-College Planning
3.0
Estate Planning
2.0
Excellent program
Very efficient and client friendly
User Review
The Good
Very intuitive
The Bad
Estate planning needs improvement
The Bottom Line
Excellent overall program
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