Review Detail
Overall rating
3.6
Company
4.0
Interface
3.0
Integration
3.0
Pricing
4.0
Monte Carlo Simulation
3.0
Taxes
4.0
Asset Allocation
4.0
LTC-College Planning
4.0
Estate Planning
3.0
Comprehensive, but high learning curve and documents that require editing for desired presentation.
Purchase only if you have the time and discipline to learn the program before using it in your practice; it's not a program that can (or that should) be used "right out of the box".
User Review
The Good
Very comprehensive; high learning curve, but once learned, very powerful planning tool. Cash-flow based. Numerous reports and graphs to let you see what's going on "underneath the hood."
The Bad
As stated, high learning curve. Estate Plan module not very intuitive.
The Bottom Line
A solid choice for those looking for a cash-flow based planning system, and with the time to devote to get up to speed on its proper use.
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