Review Detail
Overall rating
4.5
Company
4.0
Interface
4.0
Integration
5.0
Pricing
4.0
Monte Carlo Simulation
4.0
Taxes
4.0
Asset Allocation
5.0
LTC-College Planning
5.0
Estate Planning
5.0
Great program for financial planning and analysis
Thank you
User Review
The Good
Great program and with the new enhancements due out in early 2012, it should be more user friendly
The Bad
At times difficult for planning and client interaction. Hope this will be corrected during the 2012 rollout.
The Bottom Line
I love the program and use it daily.
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