I like the ability for clients to use the sliding scale to see various results. Review collected by and hosted on G2.com.

I would like the ability to see when a client fully completes the questionnaire when I log in. When I log in I can see when they last accessed the account, but not whether it's complete. When I click their file to see if the information has been entered, if the income area is blank it doesn't allow me to proceed, but rather I have to close the window and reopen. Review collected by and hosted on G2.com.

I love :

-setting goals as a confirmation that my initial due diligence with the client was correctly "heard" through data

-using the budget tool to make annual retirement expenses are "real"

-I also like the budget tool for helping our "money management" clients stick to a budget and we review monthly or less frequently to compare monthly averages year-to-date (I used to only use excel or google docs for this)

-I love the net worth portion of MGP

-I love the social security benefit analysis with certainty

-The What-If worksheet is extremely helpful for analyzing different scenarios

-We also use MyMoneyGuide with our financial literacy students and it's extremely helpful with the Video Lab

-I also use the Plan Summary to add in our regular notes (about 30-40 custom entries per plan, many are duplicates by plan)

-I really dig the way our Veo (TDAmeritrade Institutional) accounts sync well into a client's plan too

-We also integrate with RedTail CRM Review collected by and hosted on G2.com.

-I find the real estate "mortgage" data entry rather limited. Typically clients provide the mortgage statement to be interpreted, and rarely does a single monthly mortgage statement include all of the information required for the mortgage data entry.

-I have yet to fully utilize the ISO/RSU workflows, but I have to admit, they seem a bit intimidating on the offset and I've been avoiding it.

-Plan Summary limitation: currently I use a Google Doc to track all of the custom entries I make into the Plan Summary with follow up items for clients. I do this so that I can copy/paste and enter into the Plan Summary for each client's plan. Ideally, there would be a MGP "database" of commonly added custom entries into Plan Summaries by license (but also across users) that would be extremely helpful for our practices purposes!

-Small thing, but it'd be nice to be able to access the Support Tools from a browser when logged into the MGP on my iPad, currently I cannot access.

-A minor irritation is that our RedTail CRM integration works well, except for our pro-active MyMoneyGuide users. It would be nice if our MyMoneyGuide new users could integrate and sync INTO RedTail CRM, currently I can only have an existing RedTail CRM contact sync into MGP and not from MGP to RedTail...though I realize I can manually enter MyMoneyGuide users into RedTail from MGP and then make sure the client is "matched" after the fact. Review collected by and hosted on G2.com.

i like the planning software and being able to show clients what their percentage of success is to reach their different financial goals. it lets me run different scenarios based on what the client wants Review collected by and hosted on G2.com.

i wish when you were changing states in retirement it was easier and could pick it for one scenario rather than all the scenarios. Review collected by and hosted on G2.com.

i love how moneyguide is a very easy visual for clients when showing them financial plans Review collected by and hosted on G2.com.

the "newer" update does make things a bit confusing trying to set everything up. having so many options i think can hurt a bit when i's difficult to find places quickly Review collected by and hosted on G2.com.

Money Guide Pro provides the complex calculation of a personal financial plan with a great interface and workflow that makes both preparing the financial plan and sharing with your client very efficient. Review collected by and hosted on G2.com.

The software is driven around planning for retirement. Some people believe the word retirement has a negative connotation and would prefer the term "financial independence". It would be great if you have the option to change the term "retirement goal" to "financial independence goal". Review collected by and hosted on G2.com.

MoneyGuidePro nailed it with this online retirement planning software. The capability to run all kinds of analysis and historical back testing and custom reports makes this a must have retirement tool to check out. Review collected by and hosted on G2.com.

The program can be difficult at times take your time to learn the program and understand the different capabilities it has. Review collected by and hosted on G2.com.

My clients really find security in knowing exactly when they can retire and how much they need to save to get there. MGP does a great job of allowing us to display our roadmap to clients in an easy to understand format. Review collected by and hosted on G2.com.

No major complaints. Sometimes it is a bit hard to navigate because it’s not intuitive if you don’t want to go step by step. Review collected by and hosted on G2.com.

Data entering is fairly straight-forward. I like having the scenarios side-by-side. Review collected by and hosted on G2.com.

The reporting is clunky and a lot of charts and graphs that don't make sense to the client. Review collected by and hosted on G2.com.

Cash flow reports are fairly easy to understand Review collected by and hosted on G2.com.

Too many of the reports require too much explanation as to where the numbers came from. Review collected by and hosted on G2.com.

They continue to update their financial planning software Review collected by and hosted on G2.com.

Sometimes the program is very slow and takes forever to load a page with clients there Review collected by and hosted on G2.com.