Review Detail
Overall rating
3.2
Company
3.0
Interface
3.0
Integration
3.0
Pricing
4.0
Monte Carlo Simulation
3.0
Taxes
3.0
Asset Allocation
4.0
LTC-College Planning
3.0
Estate Planning
3.0
Profiles
Your systems requires I rate the following feature; Integration, Monte Carlo Simulation, Taxes, LTC-College Planning and Estate Planning. I have not used these features in any significant way so my rating is simply included to complete the survey.
User Review
The Good
I like the reports from this program.
The Bad
The forms for the clients are pretty un-user friendly.
The Bottom Line
Most programs are about equal in my experience. I have seen other programs with a more appealing interface, but ultimately it’s the output that rules the day. I selected Profiles because of its reports.
Was this review helpful to you?
Comments
Ordering
