Review Detail
Overall rating
4.3
Company
5.0
Interface
4.0
Integration
5.0
Pricing
4.0
Monte Carlo Simulation
4.0
Taxes
4.0
Asset Allocation
3.0
LTC-College Planning
5.0
Estate Planning
5.0
Clients are Giddy
MoneyGuide Pro only has one step left and they will have the perfect program. They need to visually guide the client through the choices they are having to make. For example; I would love it if in the Retirement section there were pictures the client could pick from. Do you want to live in this kind of house or this kind of house in retirement? After the client picks the house the program would assign a retirement lifestyle cost to that home.
Cleints do this with college planning. They can visualize the different universities and they can easily tell you what type of college. But in retirement planning the clients still look to the planner to come up with the retirement lifestyle cost.
User Review
The Good
Using the colaboration online feature to build a plan with the client is wonderful. The clients are always giddy after the meeting.
The Bad
Nothing
The Bottom Line
Money Guide Pro has figured out how to allow the planner to build the shell and facilitate the conversation with the client. The client ends up building their own plan. This is much better than walking into a meeting with a 50 page plan that by the end of the meeting is worthless because the client changes their direction due to the outcome of the plan.
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