Review Detail
Overall rating
3.6
Company
4.0
Interface
4.0
Integration
3.0
Pricing
4.0
Monte Carlo Simulation
4.0
Taxes
3.0
Asset Allocation
2.0
LTC-College Planning
5.0
Estate Planning
3.0
Best planning tool available to RIA's
I highly recommend MGP to any RIA who wants to do a great job quantifying financial goals for clients.
User Review
The Good
Great tool for most planning applications. Support team is knowledgeable and available.
The Bad
Limitations with asset allocation for a tactical firm utilizing custom models. The estate planning is basic. There is no integration of functionality for business owner issues. Finally, the tool does not allow for custom recommendations or implementation timeline.
The Bottom Line
The best tool available for the money, but could use some improvement.
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