Review Detail
Overall rating
4.2
Company
5.0
Interface
4.0
Integration
4.0
Pricing
5.0
Monte Carlo Simulation
5.0
Taxes
4.0
Asset Allocation
4.0
LTC-College Planning
4.0
Estate Planning
3.0
User friendly, nice reports, probably the best for high-net worth. Not very helpful for non high NW.
Low cost and great bang for the buck. But I find that a MGP plan delivered with nothing else is worthless. It has to accompanied by additional detail of how the plan will be applied.
User Review
The Good
Intuitive for advisors and clients.
The Bad
Only one rate of return for all of retirement, which isn't realistic.
The Bottom Line
Probably the best on the market.
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