Review Detail
Overall rating
4.6
Company
5.0
Interface
5.0
Integration
5.0
Pricing
5.0
Monte Carlo Simulation
5.0
Taxes
4.0
Asset Allocation
4.0
LTC-College Planning
4.0
Estate Planning
4.0
Flexible, comprehensive, straight-forward, goals-based product
MGP is flexible and thorough, yet fairly simple to get running quickly. Goals-based planning seems to make the most sense to clients, and the reports present complex information and concepts nicely.
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