Review Detail
Overall rating
3.8
Company
5.0
Interface
5.0
Integration
2.0
Pricing
4.0
Monte Carlo Simulation
3.0
Taxes
4.0
Asset Allocation
5.0
LTC-College Planning
3.0
Estate Planning
3.0
Good software at a good price
I'd recommend MGP for any RIA.
User Review
The Good
Very easy to use, great way of monitoring asset allocation when used in conjunction with the Cash Edge service. Saves a ton of data entry time. Easy to read reports that clients can understand. Great support and training available. Very responsive customer service.
The Bad
Nothing I can think of, overall very happy.
The Bottom Line
Great software at a very reasonable price.
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