Review Detail
Overall rating
3.5
Company
4.0
Interface
5.0
Integration
4.0
Pricing
3.0
Monte Carlo Simulation
3.0
Taxes
3.0
Asset Allocation
2.0
LTC-College Planning
3.0
Estate Planning
4.0
works well on the fly as well as having in depth tools for complex financial planning
I don't have much to compare it to. I like the program.
User Review
The Good
Fairly well integrated with the back office
The Bad
Asset allocation is a bit difficult...the templates are hard to set up...
The Bottom Line
I like the program and use it often.
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