Review on FinListics ClientIQ by Johnny Bloomer

I love that we can have multiple reports so it takes us less time pulling information for clients instead having them pull info themselves which was our problem with old system! Also being able update documents directly in finality rather then sending emails back n forth between my team members has been great as well because there isn't much emailing going around if anything at all anymore thanks clientiq!! Nothing really dislike about this product yet but would like some additional functionality added such things likes automatic document updates or maybe add an applet option? Maybe someday?? Would definitely recommend you use their cloud version first though just try out everything they offer free while waiting till your ready purchase software otherwise will be disappointed later.

We needed something quick easy customizable solution without too many bells & whistles when dealing w/ long term contracts especially since most companies don’t want those complicated contract templates etc..