Review Detail
Overall rating
3.7
Company
5.0
Interface
4.0
Integration
4.0
Pricing
4.0
Monte Carlo Simulation
4.0
Taxes
2.0
Asset Allocation
4.0
LTC-College Planning
3.0
Estate Planning
3.0
MGP
Strong on projections and scenarios.
User Review
The Good
Clients can grasp the concepts well with the visual and tabular displays. Appeals to my right-brained and left-brained clients.
The Bad
Can't accomodate changes to state income tax. My state doesn't tax retirement distributions but there isn't a way to modify that in MGP.
The Bottom Line
Best out there still.
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