Review Detail
Overall rating
4.2
Company
5.0
Interface
5.0
Integration
5.0
Pricing
4.0
Monte Carlo Simulation
4.0
Taxes
4.0
Asset Allocation
5.0
LTC-College Planning
3.0
Estate Planning
3.0
MoneyGuide Pro Review
Money Guide Pro is a good program and it provides great input for mutual fund and Stock holdings. It integrates with Morningstar very well. However, bond positions are another matter.
User Review
The Good
This program is very easy to use. Great visual reports.
The Bad
Some tax issues and Inherited IRAs not easily accomodated.
The Bottom Line
Good basic program for an overview of a client's situation.
Was this review helpful to you?
Comments
Ordering
