Review Detail
Overall rating
3.5
Company
5.0
Interface
4.0
Integration
4.0
Pricing
4.0
Monte Carlo Simulation
2.0
Taxes
2.0
Asset Allocation
4.0
LTC-College Planning
3.0
Estate Planning
3.0
Great Company and Technology
Would recommend this software. Wish they would add a bit more cash flow and taxes for the clients that may need more detail.
User Review
The Good
Very easy company to work with. Company is continously trying to make enhancements.
The Bad
The reports attempt to be simplistic but are often hard for clients to understand.
Need more depth with taxes.
Need more depth with taxes.
The Bottom Line
Great company and top contender.
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