Review Detail
Overall rating
4.7
Company
5.0
Interface
4.0
Integration
4.0
Pricing
5.0
Monte Carlo Simulation
5.0
Taxes
5.0
Asset Allocation
5.0
LTC-College Planning
5.0
Estate Planning
4.0
Great product. Really changed our office dynamic!
Nothing at this time.
User Review
The Good
Integration, importing and exporting. Able to use outside Access programmers to customize reports.
The Bad
Some screens are hard to find what you're looking for.
The Bottom Line
Awesome product. Completely changed our office structure both client facing and operationally.
Was this review helpful to you?
Comments
Ordering
