Reviews written by 401kadvisor

1 results - showing 1 - 1  
 
 
Financial Planning
401kadvisor401kadvisor   June 25, 2013
Overall rating 
 
 
3.7
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
4.0
Pricing 
 
 
3.0
Monte Carlo Simulation 
 
 
5.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
4.0

Solid product that is easy to use and translates well for the client

A definite necessity for helping clients understand and manage their money.

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