Reviews written by thomhall

1 results - showing 1 - 1  
 
 
Financial Planning
thomhallthomhall   October 21, 2014
Overall rating 
 
 
2.7
Company 
 
 
3.0
Interface 
 
 
4.0
Integration 
 
 
2.0
Pricing 
 
 
1.0
Monte Carlo Simulation 
 
 
3.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
2.0
Estate Planning 
 
 
3.0

Great way to communicate, expensive, slow to add features

I use it daily. ALL of my clients are in it - allows me to see and keep track of outside held assets and opportunities.

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