Reviews written by davidc0128

2 results - showing 1 - 2  
 
 
Financial Planning
davidc0128davidc0128   April 26, 2011
Overall rating 
 
 
4.3
Company 
 
 
5.0
Interface 
 
 
4.0
Integration 
 
 
5.0
Pricing 
 
 
5.0
Monte Carlo Simulation 
 
 
5.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
4.0

Great Product and Great Value

Also like the integration of the Finametrica Pro risk profiling system.

davidc0128davidc0128   February 17, 2010
(Updated: February 17, 2010)
4.0
Average Attendee Rating
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2 results - showing 1 - 2