Review on FMG Suite by Sean Patel

Name: FMG Suite
Item: FMG Suite
Rating: 5

October 05, 2022

Great Platform To Manage All Client Accounts

The ability to create client accounts, manage them in one place (allowing you to focus more of your time/effort into other areas), emailing clients directly from their account with reminders when needed or scheduled events are great features! I wish there was an easy way to track my open rate / click rates etc. This could be beneficial for me as well if it's not already available.

If looking at this product make sure that all needs will meet your requirements. We have seen increased engagement after switching over to Fmg suite about 8 months ago now which has allowed us to spend our time doing what we love - helping people achieve success through investing!
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Pros

Easeof use is very user friendly & intuitive..we had no issues starting up new customer relationships using fmsuite.and can easily navigate around within its capabilities once setup properly !!! Our CPA team loved how simple everything seemed..they were ableto simply copy files via excel instead having multiple platforms requiring constant transferring between different applications...all they need

Cons