Support is excellent, and the company seems eager to please the advisor. You're right about it being only for the basic stuff. The client does most of the work, frankly, which makes it inexpensive for them, while it tells me the areas which require followup. There's lots of flexibility in the plan, and plenty of space to write in comments. Client reaction has been positive.
Support is excellent, and the company seems eager to please the advisor.
A Thomson Financial Company.