Review Detail
Overall rating
3.9
Company
4.0
Interface
4.0
Integration
4.0
Pricing
4.0
Monte Carlo Simulation
4.0
Taxes
3.0
Asset Allocation
4.0
LTC-College Planning
4.0
Estate Planning
4.0
MGP gives me a good-looking, structured platform to gather data, analyze and advise.
As I have said to the company before, in this techno age, I think it would be really cool to be able to insert photos of clients in program for even more dynamic personalization.
User Review
The Good
I like ability to address various needs in one program. I also like comprehensive data with simplified data entry.
The Bad
I think so many graphs are overkill/distraction - want to learn how to streamline those a bit, sometimes force client to focus too much attention in this one area....folks can get bogged down here...
The Bottom Line
I really like MGP...makes me look good to offer such comprehensive package, with so much of work done for me...it is easy to keep in tune with clients' data...
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