Review on FinListics ClientIQ by Mark Jefferson

The ability to have detailed reporting that is easy to view. Also the ability to pull in other reports as well. I wish there was an option to have multiple accounts on one report. It would be nice if you could just create a new account and then link it to the existing account. As mentioned above this is a great tool for keeping track of all your current clients. There is nothing that I dislike about this product. If used correctly it will help keep track of all of your clients. You can also easily add new clients to the system.