Review Detail
Overall rating
3.5
Company
5.0
Interface
4.0
Integration
3.0
Pricing
4.0
Monte Carlo Simulation
4.0
Taxes
2.0
Asset Allocation
4.0
LTC-College Planning
3.0
Estate Planning
2.0
A rare bright spot within the tools for our industry
I look forward to this software continuing to evolve.
User Review
The Good
Does basic goal-based planning very well, and interface is user-friendly for me as well as clients.
The Bad
Still a bit limited.
The Bottom Line
My background includes software development, and I've been pretty horrified at the offerings since I've joined the business of providing financial advice. MGP has been a rare bright spot amongst the industry-specific tools I've evaluated.
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