Review Detail
Overall rating
4.7
Company
5.0
Interface
5.0
Integration
5.0
Pricing
4.0
Monte Carlo Simulation
5.0
Taxes
4.0
Asset Allocation
5.0
LTC-College Planning
5.0
Estate Planning
4.0
Easy to use and manage with excellent client facing presentations
Excellent Program
User Review
The Good
Accurate, easy to complete and update information. On-line allows for constant and timely updates. Excellent client facing illustrations and pictures. Good decision making properties as well. Works well with the Finametrical Pro risk analysis profile which I have found to be a very accurate and helpful tool.
The Bad
Requires a little time to understand the total functionality and learning how to adjust the program for your particular practice. A customizable coverpage would be an excellent addition.
The Bottom Line
I highly recommend MoneyGuide Pro.
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