Review Detail
Overall rating
3.8
Company
5.0
Interface
3.0
Integration
3.0
Pricing
3.0
Monte Carlo Simulation
4.0
Taxes
4.0
Asset Allocation
4.0
LTC-College Planning
4.0
Estate Planning
4.0
Works well with new clients and during old client reviews.
I use it. I like it.
User Review
The Good
It has a great flow and covers the details well. It had a good office presentation built in, although I use one I created most of the time. It also works well with client reviews, allowing clients to see their progress. They have a top notch support team.
The Bad
It is a little of a black box and takes sometime to check their work. I wish its integration worked a little easier.
The Bottom Line
It is one of the two best financial planning platforms out there.
Was this review helpful to you?
Comments
Ordering
