TrustRadius: an HG Insights company

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Impartner PRM

    Score7.6 out of 10
    Small Businesses (1-50 employees)
    Impartner delivers a complete partner ecosystem management platform, helping companies worldwide manage their partner relationships and accelerate revenue and profitability through indirect sales channels. The solution boasts millions of partners worldwide and has users from channel organizations of all sizes.

    $2,000

    per month

    RightCapital

    Score10 out of 10
    N/AAccording to the vendor, RightCapital's financial planning solution allows financial advisors to: •Differentiate their value for more clients. •Create a simple plan in as little as 10 minutes. •Empower themselves to evolve with planning needs.

    $124.95

    per month

    Pricing
    Impartner PRMRightCapital
    Editions & Modules
    Impartner Emerge Package
    $2,000
    Base Price (Modules and Add-Ons available)
    Basic
    $124.95
    per month per user
    Premium
    $149.95
    per month per user
    Platinum
    Call RightCapital
    per month
    Offerings
    Pricing Offerings
    Impartner PRMRightCapital
    Free Trial
    YesYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeOptionalNo setup fee
    Additional Details——
    More Pricing Information
    Features
    Impartner PRMRightCapital
    Reporting & Analytics
    Comparison of Reporting & Analytics features of Impartner PRM and RightCapital
    Feature
    Impartner PRM
    8.2
    2 Ratings
    21% above category average
    RightCapital
    -
    Ratings
    Dashboards8.52 Ratings00 Ratings
    Standard reports8.01 Ratings00 Ratings
    Custom reports8.02 Ratings00 Ratings
    User Ratings
    Impartner PRMRightCapital
    Likelihood to Recommend
    7.4
    (6 ratings)
    9.0
    (1 ratings)
    User Testimonials
    Impartner PRMRightCapital
    Likelihood to Recommend
    Impartner Software
    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.
    Incentivized
    Read full review
    RightCapital
    I think it is well suited for planners that are just starting out and have an appreciation for cash flow analysis for their clients. I think it is more bang for your buck in that regard. The cash flow analysis can be a helpful addition when discussing client finances because it's easy to say that goals will be reached, but it's better to describe, year by year, how a client's cash flow will look.
    Incentivized
    Read full review
    Pros
    Impartner Software
    • 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.
    Incentivized
    Read full review
    RightCapital
    • User friendly
    • Easy client access
    • Capability to embed code into our website
    • Customizable colors for the reports
    • Weekly meetups to educate us more on how the platform is used
    Incentivized
    Read full review
    Cons
    Impartner Software
    • 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
    Incentivized
    Read full review
    RightCapital
    • Customize the colors on the main platform
    • Continue to build tutorial videos as the platform expands
    • Allow us to manually input budget data for budget tracking purposes
    Incentivized
    Read full review
    Alternatives Considered
    Impartner Software
    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
    Incentivized
    Read full review
    RightCapital
    Again, as I mentioned before, RightCapital seems to be much more user-friendly for people starting out because of how intuitive the platform is. In addition, it beats on cost and flexibility, in my opinion. I think the cost per advisor with eMoney can be around $3600, and RightCapital is half that. Now there may be services that I will need as I grow that will compel me to switch, but I am not there yet and am unwilling to lose the features that RightCapital provides.
    Incentivized
    Read full review
    Return on Investment
    Impartner Software
    • 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
    Incentivized
    Read full review
    RightCapital
    • It has been a huge closing tool for new clients when we can present current and proposed strategies. The illustration is compelling.
    • We use the reports feature to help compose financial plans which is a service offering
    • The Vault is used as a risk management control for legal and regulatory purposes.
    Incentivized
    Read full review
    ScreenShots

    Impartner PRM Screenshots

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