Review Detail
Overall rating
3.9
Company
4.0
Interface
4.0
Integration
4.0
Pricing
4.0
Monte Carlo Simulation
4.0
Taxes
3.0
Asset Allocation
4.0
LTC-College Planning
4.0
Estate Planning
4.0
Our "Go-To' Solution for all engagements.
Really like it; couldn't see us using anything else
User Review
The Good
Great training; easy to use; comprehensive
The Bad
Lots going on "below the hood" that requres an in-depth understanding
The Bottom Line
Really like it; couldn't see us using anything else
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