Jumio CorporationSr. Director of Technical Content
As a long-time Quicken user, I already have access to reports and some planning tools. But ValueSoft takes financial planning to a whole new level. Walking through the online questionnaire, I had to stop and consider several aspects I’d simply never factored in before, such as having enough dwelling and loss-of-use coverage on my home. At the end of the process, it provided me with targeted actions that I need to take to maximize my financial health, and it sends email updates reminding me of which ones still need attention and how I’m doing overall. I find it a really good complement to Quicken — I use Quicken more transactionally to track my expenses, accounts, and taxes, and I use ValueSoft more analytically for my overall financial health and planning. I highly recommend it!