Review Detail
Overall rating
3.3
Company
4.0
Interface
3.0
Integration
4.0
Pricing
4.0
Monte Carlo Simulation
4.0
Taxes
2.0
Asset Allocation
3.0
LTC-College Planning
3.0
Estate Planning
3.0
Moved to MGP to work with less client asset detail, then moved back to MoneyTree, I like detail.
I like the what if calculations
User Review
The Good
Easy to share with clients.
The Bad
Not enough detail. Prefer desktop not on line
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