Review Detail
Overall rating
4.6
Company
5.0
Interface
4.0
Integration
5.0
Pricing
4.0
Monte Carlo Simulation
4.0
Taxes
5.0
Asset Allocation
5.0
LTC-College Planning
4.0
Estate Planning
5.0
Flexibility to create a Comprehensive Plan to a Single purpose plan, cash flow driven analysis
I would high recommend the software and have used it in my practice for many years. You have the luxury of using single purpose modules or a high end system to use as a blank canvas to create a comprehensive financial plan, and show side by side "what if" scenario's. demonstrating cash flow, expenses to estate planning.
User Review
The Good
A full service wealth management / financial planning system that allow you create high end planning needs right on down to a single purpose plan supported with product solutions.
The Bad
The same as with most planning software systems. The upfront time investment to gather and properly input the fact finder into the system. Once created, this system becomes a positive through account aggragation.
The Bottom Line
Lots of bells & whistles, alarms, alerts, the Vault is a big plus for document management for the client review process.
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