The type of license you choose is very important. If your firm is larger than a single-advisor office, you must
choose between the Office and Enterprise license, both providing your firm’s control of client data and firmwide
settings and configuration (such as uniform capital market assumptions) for increased efficiencies across
All subscribers receive the benefit of our standard integrations. For Enterprise licenses we will be happy to
discuss additional custom integrations to help you further increase efficiencies.
Contact the MGP Sales Team at 1.800.841.5312 or
email@example.com to learn more.