Review Detail
Overall rating
1.5
Company
3.0
Interface
2.0
Integration
1.0
Pricing
2.0
Monte Carlo Simulation
1.0
Taxes
1.0
Asset Allocation
1.0
LTC-College Planning
1.0
Estate Planning
1.0
Quirky and problematic when used for advanced planning cases.
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User Review
The Good
Theoretically, user can import data from any .csv.
Theoretically, user can model virtually any scenario.
Theoretically, user can model virtually any scenario.
The Bad
Realistically, the import function is quirky, unstable, and buggy.
Realistically, advanced scenarios are problematic. Advanced scenarios would be those that include multi-state filers with entities in addition to the family unit itself. Quality control of software updates is not what it used to be.
Realistically, advanced scenarios are problematic. Advanced scenarios would be those that include multi-state filers with entities in addition to the family unit itself. Quality control of software updates is not what it used to be.
The Bottom Line
Problems with the software have had an adverse impact on my productivity in 2011.
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