Review Detail
Overall rating
3.7
Company
4.0
Interface
4.0
Integration
3.0
Pricing
3.0
Monte Carlo Simulation
4.0
Taxes
4.0
Asset Allocation
3.0
LTC-College Planning
4.0
Estate Planning
4.0
very powerful but steep learning curve and easy to forget if not used frequently
If you don't need ultra-sophisticated planning, this product is probably too cumbersome and expensive.
User Review
The Good
very powerful
The Bad
steep learing curve. must be used frequently to get proficient. interface with Pershing can not be used with Extended desktop version.
The Bottom Line
If you don't need ultra-sophisticated planning, this product is probably too cumbersome and expensive.
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