Review Detail
Overall rating
3.0
Company
4.0
Interface
4.0
Integration
3.0
Pricing
3.0
Monte Carlo Simulation
3.0
Taxes
2.0
Asset Allocation
4.0
LTC-College Planning
2.0
Estate Planning
2.0
Good goals based software
Good basic planning tool.
User Review
The Good
Easy to use. Very good telephone and on line support
The Bad
Not flexible in estate or business continuation planning.
Not very useful in cash flow discussions for accumulators.
Not very useful in cash flow discussions for accumulators.
The Bottom Line
Reasonably priced software that meets the majority of my client needs.
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