Review Detail
Overall rating
3.3
Company
4.0
Interface
3.0
Integration
3.0
Pricing
3.0
Monte Carlo Simulation
4.0
Taxes
3.0
Asset Allocation
4.0
LTC-College Planning
3.0
Estate Planning
3.0
NaviPlan comments
This is basically the tool I used for Financial Planning since I started my career. I found it comprehensive and easy to navigate. However, there are some special tricks on areas that may require some handholding from the technician to fully understand how to use the functionality.
User Review
The Good
Quite easy to use and very comprehensive.
The Bad
Too insurance oriented.
The Bottom Line
Overall good tool for financial planning.
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