Review Detail

 
Financial Planning
by Guest     September 23, 2009    
Overall rating 
 
 
4.1
Company 
 
 
5.0
Interface 
 
 
5.0
Integration 
 
 
4.0
Pricing 
 
 
3.0
Monte Carlo Simulation 
 
 
5.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
4.0

Easy to use and a time saver. Love that it is web based

Switched from Naviplan and couldn't be happer. Clients love the output

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