While it doesn't allow exporting reports to MS Word yet, they are working on that. So I am leaning heavily toward it. WhatIf looks good, too. I don't think ProTracker is exactly what I'm looking for, and it's way too expensive for my budget right now. Any advice would be greatly appreciated.
Graphs are good and reports can be customized towards the client's needs.
This is a great program for someone just entering the field as the program almost demands the planner's input while it does the number crunching. I will continue using this program until I complete developing my own comprehensive PFP program by integrating the various applications in MS Office using VBA code. A Thomson Financial Company.