Review Detail

 
NaviPlan Extended Hot
Financial Planning
by a4a-manage     May 28, 2009    
njcfp
Top 500 Reviewer
View all my reviews (22)
Overall rating 
 
 
3.5
Company 
 
 
3.0
Interface 
 
 
3.0
Integration 
 
 
3.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
5.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
3.0

Lots of quirks, but still probably the best comprehensive software out there.

Have grave concerns over "forced" migration to online version of software. We use custome designed output almost exclusively, and the online version would prevent us from doing so. Would be forced to use Naviplan predesigned output more-or-less. Could be a deal-breaker.

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