Review Detail
Overall rating
3.5
Company
4.0
Interface
5.0
Integration
3.0
Pricing
4.0
Monte Carlo Simulation
5.0
Taxes
3.0
Asset Allocation
3.0
LTC-College Planning
1.0
Estate Planning
3.0
Very good financial planning software
We enjoy using this software for financial planning. We hope they will work on improving the education / college planning features which are currently very poor.
User Review
The Good
We switched to MGP 9 months ago and our clients and staff love it. Good visuals for clients.
The Bad
The education / college planning is very poor. We have to use work arounds to get the output our clients want. We are hoping they will work on a major revamp of this important feature.
The Bottom Line
We've been pleased. We did extensive research of many software options last year and we felt this one was definitely the best out there.
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