Review Detail
Overall rating
4.6
Company
5.0
Interface
5.0
Integration
5.0
Pricing
5.0
Monte Carlo Simulation
5.0
Taxes
4.0
Asset Allocation
3.0
LTC-College Planning
5.0
Estate Planning
4.0
Simple, detailed, great reports.
I have used MGP for many years and find it great to compare different planning assumptions side-by-side. The advisor can view the details behind the scenes, but make the presentation to the client simple and easy to understand.
User Review
The Good
Reporting flexibility from simple to detailed. Lots of data input and flexibility in assumptions. Easy to understand; good help.
The Bad
Needs more asset categories: commodities, precious metals, international bonds, real estate.
The Bottom Line
Great financial planning software for a reasonable price.
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