Reviews written by Msucrevail

1 results - showing 1 - 1  
 
 
Financial Planning
MsucrevailMsucrevail   July 19, 2012
Overall rating 
 
 
4.2
Company 
 
 
5.0
Interface 
 
 
5.0
Integration 
 
 
5.0
Pricing 
 
 
3.0
Monte Carlo Simulation 
 
 
3.0
Taxes 
 
 
5.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
5.0

This tool ties my clients to our firm, excellent in person planning expertise available

I am amaze by the intellect available for planner/ users on the creating a financial Plan - I love this support to grow my business.

1 results - showing 1 - 1