Reviews written by careym208

2 results - showing 1 - 2  
 
 
NaviPlan Extended
Financial Planning
careym208careym208   December 29, 2017
Overall rating 
 
 
4.0
Company 
 
 
4.0
Interface 
 
 
3.0
Integration 
 
 
3.0
Pricing 
 
 
5.0
Monte Carlo Simulation 
 
 
5.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
4.0

It has been the foundation of our service offering for 20 years.

It is the best cash flow planning software we have used.

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2017 Year-End Tax Planning Guidance For Investment Advisors
Webinars
careym208careym208   August 30, 2017
(Updated: August 30, 2017)
5.0
Average Attendee Rating
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Timely

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2 results - showing 1 - 2