Reviews written by Rick

1 results - showing 1 - 1  
 
 
Financial Planning
RickRick   August 10, 2010
Overall rating 
 
 
3.6
Company 
 
 
5.0
Interface 
 
 
4.0
Integration 
 
 
4.0
Pricing 
 
 
2.0
Monte Carlo Simulation 
 
 
3.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
4.0

Good overall tool.

I like the tool and use it with the client present. Changes can be made and impact seen immediately.

1 results - showing 1 - 1