Review Detail
Overall rating
3.8
Company
4.0
Interface
5.0
Integration
5.0
Pricing
3.0
Monte Carlo Simulation
3.0
Taxes
3.0
Asset Allocation
4.0
LTC-College Planning
3.0
Estate Planning
4.0
good goal setting and retirement planning solution, not so for pre-retirement
Getting better, great integrations with data input services.
User Review
The Good
The integration with BridgePortfolio is an exceptional time saver for me. We've also started using PreciseFP for new prospects and clients. Looks very good so far.
Client collaboration options are very useful.
Client collaboration options are very useful.
The Bad
It would be nice if the assets allocations input for a mutual fund (e.g. DGSIX) could propagate across client accounts, rather than needing to be repeated for each.
Difficult to integrate near term pre-retirement goals with cash flow and savings for retirement. Integrating budget changes into plan (what if) would be great.
Difficult to integrate near term pre-retirement goals with cash flow and savings for retirement. Integrating budget changes into plan (what if) would be great.
The Bottom Line
Great for retirement goal planning.
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