Review Detail
Overall rating
3.7
Company
5.0
Interface
5.0
Integration
3.0
Pricing
3.0
Monte Carlo Simulation
3.0
Taxes
3.0
Asset Allocation
4.0
LTC-College Planning
4.0
Estate Planning
3.0
Very satisfied with MoneyGuide Pro
MGP keeps improving the product. I'm pleased with that and the efficiencies it brings to my practice. Also, being web-based makes it very portable and flexible.
User Review
The Good
Ease of use. Integration with PreciseFP and Cash Edge
The Bad
Lack of integration with Morningstar Advisor Workstation Office Edition.
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