Review Detail
Overall rating
3.2
Company
4.0
Interface
3.0
Integration
3.0
Pricing
4.0
Monte Carlo Simulation
4.0
Taxes
2.0
Asset Allocation
3.0
LTC-College Planning
4.0
Estate Planning
2.0
A great financial planning tool !
Every upgrade so far has been fantastic. Keep up the great work MGP!
User Review
The Good
A great client communicator delivering an understanding of goals, priorities, timelines and confidence.
The Bad
Difficult adjustment from a cashflow upbringing.
The Bottom Line
I enjoy working with it and clients are responding very positively to it.
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