Review Detail
Overall rating
4.1
Company
5.0
Interface
5.0
Integration
5.0
Pricing
4.0
Monte Carlo Simulation
4.0
Taxes
3.0
Asset Allocation
3.0
LTC-College Planning
4.0
Estate Planning
4.0
Great Planning Tool!
We switched over from Financial Profiles to MGP, and I can honestly say we'll never go back! MGP allows you the flexibility to customize plans however you like, and allows you to present to the client in a myriad of ways.
Financial Planning obviously deals with several years, and is never set in stone.
MGP realizes this and helps the planner walk clients through life by breaking down their goals into "wants" and "needs". Very, very impressive program.
Also, all of the updates provided have really moved the program FORWARD- not sideways. I get the feeling that MGP really takes their job seriously and wants to put the best and most innovative product out there!
User Review
The Good
Slick interface, and GREAT for either quick or in-depth presentations to clients.
Very nice reports, and very educational without being "salesy".
Very nice reports, and very educational without being "salesy".
The Bad
Asset allocation is the only area that needs to be updated.
The Bottom Line
Great program that is easy to use and customizable to fit your style.
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