Review Detail
Overall rating
4.1
Company
5.0
Interface
5.0
Integration
5.0
Pricing
5.0
Monte Carlo Simulation
5.0
Taxes
2.0
Asset Allocation
4.0
LTC-College Planning
3.0
Estate Planning
3.0
intuative, powerful, and client friendly financial planning software
Used to use Moneytree. Switched to Moneyguidepro several years ago and haven't looked back. Very intuative and easy to use. Clients seem to find reports intuative and easy to understand as well. As a cloud based solution, it is easy to use for client virtual planning meetings. It also takes all the hassle out of maintaining and backing up the software and gives you an instant strong business continuity for your financial planning.
User Review
The Good
Excellent advisor - client interface. Very client friendly reports. Easy to share with clients for virtual meetings. Good value. Good integration with Redtail and Portfoliocenter. Cloud based - so no IT hassles - which is also great for business continuity and security. Like integration with Finametrica for developing + documenting risk based planning solutions.
The Bad
Can be a little slow with internet (cloud) based software. Hides a bunch of the calculations (kind of like a black box) so one must really make sure you understand the logic behind your planning assumptions. Used to use Moneytree - which was the opposite here - seemed like every derrived number was easy to understand where it came from and how it was computed.
The Bottom Line
Easy to use, intuative, and client friendly software. Especially useful for virtual client planning meetings.
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