Review Detail
Overall rating
3.9
Company
4.0
Interface
4.0
Integration
4.0
Pricing
4.0
Monte Carlo Simulation
4.0
Taxes
4.0
Asset Allocation
4.0
LTC-College Planning
4.0
Estate Planning
3.0
Detailed, cash-flow-based with a lot of options for input data and flexibility of available reports
Overall I've enjoyed working with this product. Flexibility of reports for asset growth, income, expenses, and taxes. Good for those getting close to or in retirement.
User Review
The Good
Always receive good support when I run into any difficulties with data entry or reports.
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