Testimonials

Here’s a sample of what people are saying about Integrate2000

Integrates allows us the flexibility to provide a truly customized plan while savings us time by providing features such as comprehensive tax calculation at the federal level and "what if" planning. Because of the "black box" operation of other software, we built our own system. Integrate was the first outside product that met our needs. As our business has grown, we appreciate a product that saves us time responding to changes in the regulatory environment.

--Martha Kapouch
More For Less Financial Solutions, LLC

We have been using Integrate since 2002 and now have 12 users of the program at our firm. We use Integrate for all our planning scenarios and have found the ability to customize the program to tailor complex situations invaluable. With an Excel® based tool you are able to validate the output rather than having a "black box". We also like that we have been able to give feedback for future enhancements to the program. 

--Karen Tippleston
Wetherby Asset Management
www.wetherby.com

Integrate is a flexible, yet comprehensive tool suitable for the beginning as well as the advanced planner. Integrate simplifies "what if" scenarios and provides Monte Carlo simulation critical to full analysis of client futures. As an eight-year user, I especially enjoy the auditing features of Excel to help track down why the numbers don't always come out the way I expect!

--Ron Pearson, CFP
Beach Financial Advisory Service

As an excel-based comprehensive financial planning program, Integrate2000 provides the flexibility and complexity to deal with any client planning issue that is encountered. The time required to learn the software was well worth the effort.

--Mark T. Kelly, Vice President
Lydian Wealth Management

I provide outsourcing services in the area of data input, data analysis, and plan writing for Integrate 2000. As a CFP, I chose this software because of its flexibility, and analytical capabilities in many varied situations, from basic to complex. I also like the transparent nature of Integrate, and the ability to run an audit trace at any level. Given the various client scenarios I have encountered so far, Integrate 2000 has provided the results I need for my planner clients. Integrate's technical support person, Gary Smith, is very responsive and has a workaround for "quirky" situations.

--Naomi Y. Scrivener, CFP
BackOffice Solutions
www.BackOfficeSolutions.net

I think the most commendable aspect of Integrate is that the developers are constantly updating and improving it. It has gotten easier to use, and yet able to handle more complicated situations over the three years I've been using it. It has become very flexible.

--Roberta Woods
Goar, Endriss & Walker, P.A.
www.gewcpa.com

I have used Planman (Expert Series) and Execplan before Integrate. It wasn't until I started Integrate that I felt like a real financial planner. With Integrate I can get inside the "black box" and see what is going on. Many times the software comes up with answers that are not intuitively correct but when I dig behind the scenes the results are logical. Often this sheds a new light on the plan, which is very beneficial.

Thanks for all your fine work.

--Daryl Goughnour
DRG Financial Services Inc.

"I have a healthy distrust for the arrogance of black boxes and the programmers who design them. Integrate, with it's Excel platform, gives me the ability to take apart and understand where every number is coming from. An even better feature is the leveraging of my knowledge of Excel to lightly modify reports and quickly come up with work-a-rounds for some unique planning
issues that seem to arise in every plan."

--Gregory Claude Fetters CPA/PFS CFP
Adirondack Wealth Builders