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Broadridge Client Portal Reviews & Product Details

Verified User in Financial Services
AF
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Broadridge Client Portal?

Their website has a plethora of helpful knowledgeable tools and information. Their website alone is easy to navigate, friendly to the eye, and very useful info! Review collected by and hosted on G2.com.

What do you dislike about Broadridge Client Portal?

Much of the material is great and useful, of course, you must have an account or present your email to log in, which ultimately, with marketing efforts, is 100 fold on your inbox! Review collected by and hosted on G2.com.

Recommendations to others considering Broadridge Client Portal:

Tons and tons of content for new /updated relatable, useful content,

Great turnkey solution. Review collected by and hosted on G2.com.

What problems is Broadridge Client Portal solving and how is that benefiting you?

Many things are helpful when using Broadridge, a favorite is the client portal. Helpful for Advisor, staff, and client. The portal is user-friendly, saving loads of time. Review collected by and hosted on G2.com.

Broadridge Client Portal Overview

What is Broadridge Client Portal?

Work smarter every day with detailed reporting and advanced search capabilities.The Client Portal is an intuitive tool that brings all your critical information into one place, helping you simplify processes and automate tasks.

Broadridge Client Portal Details
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Product Description

Work smarter every day with detailed reporting and advanced search capabilities.The Client Portal is an intuitive tool that brings all your critical information into one place, helping you simplify processes and automate tasks.


Seller Details
HQ Location
New York, NY
Twitter
@Broadridge
5,962 Twitter followers
LinkedIn® Page
www.linkedin.com
15,765 employees on LinkedIn®
Ownership
NYSE:BR
Total Revenue (USD mm)
$4,362,200

SK
Overview Provided by:

Recent Broadridge Client Portal Reviews

Verified User
A
Verified UserSmall-Business (50 or fewer emp.)
4.0 out of 5
"I like them, I LOVE their website."
Their website has a plethora of helpful knowledgeable tools and information. Their website alone is easy to navigate, friendly to the eye, and ve...
Verified User
U
Verified UserMid-Market (51-1000 emp.)
3.5 out of 5
"Credential Online via Broadridge Portal"
Simplicity of tabs and user-friendly interface. Ability to select e-docs or paper based.
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This seller hasn't added their security information yet. Let them know that you'd like them to add it.
0 people requested security information

Broadridge Client Portal Media

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Video Reviews

2 out of 3 Total Reviews for Broadridge Client Portal

4.2 out of 5
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Oshita  V.
OV
Q
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
Verified User in Financial Services
UF
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Broadridge Client Portal?

Simplicity of tabs and user-friendly interface. Ability to select e-docs or paper based. Review collected by and hosted on G2.com.

What do you dislike about Broadridge Client Portal?

The data pulls differently than the actual Broadridge Dataphile system so there can be inconsistencies which cause confusion. Review collected by and hosted on G2.com.

What problems is Broadridge Client Portal solving and how is that benefiting you?

Client access to their accounts. Ability to monitor performance of portfolio and historical transactions. Review collected by and hosted on G2.com.

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