Review Detail
Overall rating
4.5
Company
5.0
Interface
5.0
Integration
4.0
Pricing
5.0
Monte Carlo Simulation
4.0
Taxes
4.0
Asset Allocation
4.0
LTC-College Planning
4.0
Estate Planning
5.0
MoneyGuiede Pro
Keeps the client engaged in the planning process
User Review
The Good
Very user friendly with lots of helpful tutorials and guides. Like the "goal based" system. Web sharing capabilities with client.
The Bad
can load just about as much information as a client can think of. Is that really bad? When clients can't remember their user ID and/or password, it is not easy to retrieve that information,and more times than not, you end up re-creating a new ID/password.
The Bottom Line
great tool, easy for the customer to relate to.
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