Impartner PRM vs. Koyfin

I have worked with many other PRM platforms. ImpartnerPRM is in the middle of the pack. There is still a lot of opportunity for making the platform more intuitive and automating some of the processes. However, it is better than some of the others that I have used in terms of there being better continuity between the PRM and marketing functions.

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If you want to feel more secure than you imagine to invest in the stock market or EFTs then Koyfin will more than pay for itself immediately. Well suited for all investors.

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• Providing data in an easily digestible format.
• Intuitive workflow, really easy to learn in an afternoon.
• Cloud access feature allows for easy access on any device.

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• Graphs that are simple but detailed
• Helpful watchlists to keep you aware and prompt
• Snapshots for quick checkins

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• Training was very difficult to set up and maintain
• They show you this awesome demo environment and then you realize once you purchase the tool how much it takes to get that. At least one web designer, help from marketing, and at least a few months of dedicated work
• The most expensive tool we looked at

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• Easier to review statements
• Lower prices for more premium packages
• Monthly should be weekly trend emails

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Salesforce was too expensive for us at the time and required too much customization and internal strain at the time. We ended up choosing Salesforce over Impartner later on once our channel business was more established and we had more resources internally. Impartner was more simple and easy to deploy than Salesforce, which is why we chose it when we had fewer resources

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Koyfin swims alongside the competition with competitive pricing and your results will speak for themselves. Built by Wall St Traders. Koyfin has elevated my ROI tenfold and allows me to trade in a high Rick environment with lower risk.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• I do think our lead to demo rate increased a significant percent
• We were able to communicate easily with over 1k partners that were hard to reach before

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Positive ROI - percentage of success rate
• Increased ROI- allowing me to invest more
• Expanded my base ROI
• Stock knowledge expanded

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info