Reviews written by Elke

2 results - showing 1 - 2  
 
 
MoneyGuidePro
Financial Planning
ElkeElke   May 05, 2011
Overall rating 
 
 
4.6
Company 
 
 
5.0
Interface 
 
 
5.0
Integration 
 
 
5.0
Pricing 
 
 
5.0
Monte Carlo Simulation 
 
 
5.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
5.0
Estate Planning 
 
 
4.0

Simple, detailed, great reports.

I have used MGP for many years and find it great to compare different planning assumptions side-by-side. The advisor can view the details behind the scenes, but make the presentation...

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Morningstar Office
Portfolio Management
ElkeElke   May 03, 2010
Overall rating 
 
 
3.8
Company 
 
 
4.0
Technology Support 
 
 
3.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
4.0
Fixed Income 
 
 
4.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
4.0
Integrations 
 
 
3.0
Security 
 
 
4.0
Hosting 
 
 
4.0
Pricing 
 
 
4.0

Good one-stop shop for investment research and client account performance reports.

Overall pleased with the numerous things you can do with Office (performance reports, research, client reports, client portals)with a reasonable price.

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2 results - showing 1 - 2