Reviews written by scoker
7 results - showing 1 - 7
5.0 |
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Excellent summary based on independent research rather than repeating other people's data
4.0 |
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| Poor | Average | Excellent |
4.0 |
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Great charts. Can vary the topics so that not always running out of time.
Financial Planning
scoker
July 31, 2014
Overall rating
4.2
Company
5.0
Interface
4.0
Integration
4.0
Pricing
5.0
Monte Carlo Simulation
5.0
Taxes
3.0
Asset Allocation
4.0
LTC-College Planning
4.0
Estate Planning
4.0
Excellent product
Lacks some of the sophistication that some higher priced software has, but does an excellent analysis and presentation for 99% of my clients.
7 results - showing 1 - 7
