Reviews written by alexb919
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Financial Planning
alexb919
July 05, 2012
Overall rating
3.2
Company
4.0
Interface
4.0
Integration
3.0
Pricing
3.0
Monte Carlo Simulation
2.0
Taxes
2.0
Asset Allocation
4.0
LTC-College Planning
2.0
Estate Planning
5.0
Great at crunching numbers but lacks in client implementation tool.
Better than most but still lacking as a tool that you can sell from.
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It's nice to see what the top dog thinks.
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3.0 |
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I think the tool that he used in order to provide those scenarios is very cool.
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4.0 |
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Great information, but the amount of information makes the pace a little too quick.
Webinars
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Good timely information
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Good info but some went by pretty quickly.
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Great topic. Challenging to follow. Live demo would be great to see it in use.
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Always great information that is very current
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I appreciate the timely information. It's good to hear from an authority who's optimistic about the future.
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So much information in such a short period of time. Wish there was more time.
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Showing how to set up filters would be helpful.
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Webinars
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Webinars
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