Review Detail
Overall rating
2.5
Company
2.0
Interface
2.0
Integration
2.0
Pricing
3.0
Monte Carlo Simulation
3.0
Taxes
2.0
Asset Allocation
2.0
LTC-College Planning
3.0
Estate Planning
3.0
very inefficient program, requires too much effort and resources.
unable to preform simple tasks without great complexity. Have tried to use in firm for 7 years....am now forced to go to another program. No real cost savings for programs...but real cost savings in time required to generate reporting.
User Review
The Good
vault
The Bad
complexity
The Bottom Line
too much resources required to utilize efficiently.
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