Review Detail
Overall rating
3.3
Company
5.0
Interface
4.0
Integration
1.0
Pricing
5.0
Monte Carlo Simulation
4.0
Taxes
5.0
Asset Allocation
1.0
LTC-College Planning
2.0
Estate Planning
3.0
Excellent program for comprehensive, flexible cashflow planning, and terrific audit trail
Nothing more to say.
User Review
The Good
Great graphics, great audit trail, great flexibility with ability to workarounds for report and data solutions not "in the box." Reports let you turn the financial plan into a "story." Log normal monte carlo calculation a plus
The Bad
Minimal integration with outside products I use; Golden years difficult to use for a client nearing retirment, but not actually in retirement. Asset allocation modeling is UN-sophisticated
The Bottom Line
Been using this programs since the late 80's. It's always kept up with the leading edge scenario solutions capabilities I require.
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