Review Detail
Overall rating
3.7
Company
4.0
Interface
4.0
Integration
3.0
Pricing
3.0
Monte Carlo Simulation
2.0
Taxes
5.0
Asset Allocation
4.0
LTC-College Planning
4.0
Estate Planning
4.0
Very detailed and does great job of cash flow planning. Not all clients require the level detail,
great cash flow analysis and income tax analysis
Requires a lot of data entry and very detailed information.
Very detailed. I personally think is great for short to intermeiate term planning (1-5 years). for 20 year planning, I don't believe the level of detail is necessary.
User Review
The Good
great cash flow analysis and income tax analysis
The Bad
Requires a lot of data entry and very detailed information.
The Bottom Line
Very detailed. I personally think is great for short to intermeiate term planning (1-5 years). for 20 year planning, I don't believe the level of detail is necessary.
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