Review Detail
Overall rating
3.8
Company
5.0
Interface
5.0
Integration
5.0
Pricing
5.0
Monte Carlo Simulation
2.0
Taxes
3.0
Asset Allocation
3.0
LTC-College Planning
3.0
Estate Planning
3.0
Easy top pick for our multi-advisor firm
None.
User Review
The Good
Lots of functionality. Nice integration with dbCAMS. Online FinaMetrica questionnaire for client to complete. Ease of collaboration with other advisors.
Ability to connect multiple users to a central configuration for sharing model portfolios, etc. Branding (firm's logo on login for client and on reports).
Ability to connect multiple users to a central configuration for sharing model portfolios, etc. Branding (firm's logo on login for client and on reports).
The Bad
Presentation reports look a tad too flashy (like a sales pitch from a broker or insurance agent) than I would prefer. Like most FP software, there is a learning curve. I have not mastered customizing reports (adding my own text), but have not tried lately -- maybe it has been improved.
The Bottom Line
After reviewing the top offerings, the combination of benefits offered by MGP stand out as an easy top choice for our multi-advisor firm.
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