Review Detail
Overall rating
4.1
Company
5.0
Interface
5.0
Integration
2.0
Pricing
5.0
Monte Carlo Simulation
5.0
Taxes
2.0
Asset Allocation
5.0
LTC-College Planning
5.0
Estate Planning
3.0
Reliable product - deceptively simple yet fairly complex modeling possible
Great product and tech support. Integrations need refining.
User Review
The Good
Great for live counseling sessions.
The Bad
Integration with Schwab PortfolioCenter does not work.
The Bottom Line
I recommend this product but it can be improved
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