Review Detail
Overall rating
4.2
Company
5.0
Interface
5.0
Integration
5.0
Pricing
5.0
Monte Carlo Simulation
4.0
Taxes
3.0
Asset Allocation
4.0
LTC-College Planning
4.0
Estate Planning
3.0
MGP is a great financial planning platform
MoneyGuidePro is a fantastic financial planning software that has all of the components a planner would need to create and deliver a comprehensive financial plan. The final plan deliverable that the client gets is easy to understand. The report makes good use of charts and graphs to clearly depict where the client is at and where they are heading. I would strongly recommend this software to any comprehensive financial planner.
User Review
The Good
Great client reporting that is easy to understand. Easy to input data interface. Good integration with other software platforms.
The Bad
The estate planning and taxes portions of MGP are OK, nothing too special.
The Bottom Line
After using NaviPlan for many years, MGP was far and away a better software tool that made planning easier for both the planner and the client.
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