"We recently switched to NaviPlan from MoneyGuidePro® because our clearing agent informed us that they had integrated NaviPlan into their internet platform. At first, we were delighted with the idea of an integrated platform - no entering client data, automatic investment updates, etc. - sounded great!Once we made the switch, however, we quickly realized the tradeoff we had made. Data integration had come at the cost of flexibility and simplicity. As a wealth management firm that caters to high net-worth families, it is imperative that we be able to easily customize plans, run different scenarios, and explain the plans in a manner that is simple and intuitive. In MoneyGuidePro®, we have found all of these characteristics and much more!Thanks again for designing such a user-friendly product and also for working with us in our transition back to your company."