Review Detail
Overall rating
3.5
Company
5.0
Interface
5.0
Integration
4.0
Pricing
4.0
Monte Carlo Simulation
4.0
Taxes
1.0
Asset Allocation
2.0
LTC-College Planning
4.0
Estate Planning
2.0
Best overall planning tool for most advisors.
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User Review
The Good
Easy to use, easy to understand. Emphasis on explaining concepts to clients clearly.
The Bad
Limited cash flow planning capacity and integration of advanced estate planning designs.
The Bottom Line
Best overall planning tool for most advisors.
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