Review Detail
Overall rating
5.0
Company
5.0
Interface
5.0
Integration
5.0
Pricing
5.0
Monte Carlo Simulation
5.0
Taxes
5.0
Asset Allocation
5.0
LTC-College Planning
5.0
Estate Planning
5.0
They people at MoneyGuide Pro get it. They know what our clients want.
MoneyGuide Pro also integrates with numerous CRM and back office solutions making your data entry only necessary to do one time.
User Review
The Good
MoneyGuide Pro is very intuitive and easy to learn. Unlike other applications there is not a large amount of time needed to get up to speed to use it.
Also, for me, the fact that this is a web-based "in the cloud" program makes it invaluable.
Also, for me, the fact that this is a web-based "in the cloud" program makes it invaluable.
The Bad
I have found nothing bad about this program.
The Bottom Line
If you want to give the clients what they want vs. large amounts of numbers that make their eyes gloss over (although you can get the large amounts of numbers for your engineer-type clients) you'll love this software.
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