Review Detail
Overall rating
3.5
Company
5.0
Interface
3.0
Integration
4.0
Pricing
5.0
Monte Carlo Simulation
5.0
Taxes
3.0
Asset Allocation
2.0
LTC-College Planning
3.0
Estate Planning
1.0
Inexpensive, but for the less complicated clients
When cost is the major consideration I don't know that you can get much better value for your dollar. As the practice grows, however, the program has definite weaknesses that have to be considered.
User Review
The Good
Cost is good...great response to trouble shooting questions. Basics are very good for Financial GOALS Planning. I like the ability to have clients have the ability to access the software and add information. Report printouts are attractive and easy to explain to clients.
The Bad
Estate Planning. Asset allocation is weak and should be able to include asset classes that are not currently present. Dumping into "other" doesn't really work.
The Bottom Line
Good program for the smaller, less complicated client.
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