Review Detail

 
eMoney Hot
Financial Planning
by Guest     October 20, 2009    
teamw702

View all my reviews (3)
Overall rating 
 
 
3.7
Company 
 
 
4.0
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

Too Labor Intensive

Considering having our own software built.

User Review

The Good
Comprehensive
The Bad
Too labor intensive
The Bottom Line
Would prefer a native CRM integration of similar services.
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