Review Detail
Overall rating
3.2
Company
4.0
Interface
3.0
Integration
3.0
Pricing
4.0
Monte Carlo Simulation
3.0
Taxes
3.0
Asset Allocation
3.0
LTC-College Planning
3.0
Estate Planning
3.0
Silver Financial Planner
Easy for clients to understand. Great product to use the reports as a starting point for client discussions
User Review
The Good
Good product for the price. Good for planners who want easy to use and easy to present to clients.
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