Reviews written by pyramidpsu
5 results - showing 1 - 5
pyramidpsu
April 29, 2020
9.0 |
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Good information to share with clients.
pyramidpsu
February 27, 2019
5.0 |
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I thought it was good, especially for those who have difficulty grasping more complex views of retirement funding.
5.0 |
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Very helpful.
Financial Planning
pyramidpsu
July 17, 2013
Overall rating
3.9
Company
5.0
Interface
5.0
Integration
4.0
Pricing
4.0
Monte Carlo Simulation
4.0
Taxes
3.0
Asset Allocation
4.0
LTC-College Planning
3.0
Estate Planning
3.0
Good All-Around Financial Planning Software
Very good planning software. Especially like the recent addition of the ability to model different Social Security claiming strategies.
5 results - showing 1 - 5
