Review Detail
Overall rating
4.0
Company
4.0
Interface
4.0
Integration
4.0
Pricing
5.0
Monte Carlo Simulation
4.0
Taxes
3.0
Asset Allocation
4.0
LTC-College Planning
4.0
Estate Planning
4.0
Easy, Effective and Economical
It's worth considering this as your financial planning software solution. Easy to learn, great web based tutorials and guides, good presentation materials for clients and cost effective.
User Review
The Good
MGP is very user friendly and fairly easy to navigate. I love how it integrates with both Portfolio Center and Morningstar Principia, which cuts down wasted time doing double entry. It's a great way to run various simulations or "what if" scenarios with a client present. Finally, it's web based, so need to weigh down my server with extra data. All in all, a great value for a good product.
The Bad
None that come to mind
The Bottom Line
It's worth considering this as your financial planning software solution. Easy to learn, great web based tutorials and guides, good presentation materials for clients and cost effective.
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