Review Detail
Overall rating
2.9
Company
4.0
Interface
4.0
Integration
2.0
Pricing
1.0
Monte Carlo Simulation
5.0
Taxes
2.0
Asset Allocation
1.0
LTC-College Planning
3.0
Estate Planning
4.0
Great concept of a program but many flaws
Great start
User Review
The Good
ease of use
The Bad
taxes
The Bottom Line
good for clients who are more visual
Was this review helpful to you?
Comments
Ordering
