Review Detail
Overall rating
4.3
Company
5.0
Interface
4.0
Integration
5.0
Pricing
5.0
Monte Carlo Simulation
5.0
Taxes
4.0
Asset Allocation
3.0
LTC-College Planning
4.0
Estate Planning
4.0
Great Product and Great Value
Also like the integration of the Finametrica Pro risk profiling system.
User Review
The Good
Simple to use. Easy to understand reports. Good integration with partners. Very good value.
The Bad
Only negative is that asset allocation needs more flexibility. As others have mentioned, no way to integrate real estate, commodities and international bonds.
The Bottom Line
Have been using for about a year and am very pleased.
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Comments
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