Review Detail
Overall rating
3.3
Company
5.0
Interface
1.0
Integration
1.0
Pricing
5.0
Monte Carlo Simulation
4.0
Taxes
1.0
Asset Allocation
5.0
LTC-College Planning
3.0
Estate Planning
5.0
Great for an up-start advisor who needs to manage costs. Allows you to look and be professional.
Great for a beginning advisor who is managing costs. The program allows you to present some important casework to get a realtionship started. It allows you to present reports professionally. Limited in scope but it is not designed to do extremely complicated plan design, therefore it is great for what it is intended for, quick and easy.
User Review
The Good
Great estate planning tools and asset allocation tools.
The Bad
Not very good at showing taxes in a simplified manner.
The Bottom Line
Great for a beginning advisor.
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