Review Detail
Overall rating
4.0
Company
4.0
Interface
4.0
Integration
4.0
Pricing
5.0
Monte Carlo Simulation
4.0
Taxes
5.0
Asset Allocation
5.0
LTC-College Planning
3.0
Estate Planning
2.0
I would recommend MGP to advisors.
Overall, a positive experience using MGP.
User Review
The Good
Overall, I feel that MoneyGuide Pro gives you all the tools to complete a comprehensive and accurate retirement plan. Their customer service has always been good and return call on a timely matter.
The Bad
One downside is that you are not able to see what the client should be withdrawing from their portfolio.
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