TrustRadius

Broadridge Client Information Management vs. The Q4 Platform

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Broadridge Client Information Management
Score 9.0 out of 10
N/A
Broadridge Client Information Management is a CRM solution designed to improve the capture, flow, storage, accessibility and management of client information. It is designed to enable high-velocity client onboarding and protect client data across the relationship life cycle by eliminating paper and reducing risky integration layers.N/A
The Q4 Platform
Score 8.0 out of 10
N/A
Q4 Inc. is a provider of IR Ops software offering access to their proprietary investor data, purpose-built to remove obstacles between public companies and their investors. Q4 gives investor relations leaders, C-Suite Executives and their teams tools to attract, manage, and understand investors.N/A
Pricing
Broadridge Client Information ManagementThe Q4 Platform
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Broadridge Client Information ManagementThe Q4 Platform
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
Best Alternatives
Broadridge Client Information ManagementThe Q4 Platform
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Dropbox DocSend
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Enterprises

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S&P Capital IQ
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Score 7.6 out of 10
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User Ratings
Broadridge Client Information ManagementThe Q4 Platform
Likelihood to Recommend
9.0
(1 ratings)
8.0
(1 ratings)
User Testimonials
Broadridge Client Information ManagementThe Q4 Platform
Likelihood to Recommend
Broadridge
This is well suited in the investment services area especially for multiple users and those working on a remote basis. A full integration of activity such as transactions, daily activity, client reporting, account updates, account processing are available. Majority of systems are real time for all end users as well as clients who choose to do so. Better feed back and notification on updates would be helpful.
Dom Pullano | TrustRadius Reviewer
Dom Pullano
PRESIDENT
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Q4, Inc
This is one of two providers to go with if you are considering an investor relations website. We evaluated both of them and landed on Q4 Desktop due to their reputation of solid customer service. The additional CRM software is a nice to have as there are many other solutions you may have access to before you make that product your main go to.
Verified User
Anonymous
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Pros
Broadridge
  • Interfaces with client view on mobile devices
  • Strong library of compliance approved marketing materials
  • Several methods of sorting, reporting, and documenting are available to the user.
Dom Pullano | TrustRadius Reviewer
Dom Pullano
PRESIDENT
Read full review
Q4, Inc
  • easy to use
  • comprehensive database access
  • good looking ux/ui
Verified User
Anonymous
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Cons
Broadridge
  • Better customization of labelling would be helpful on reports
  • Alert notification of chosen activities could be implemented
  • A favorites of certain functions would be helpful to streamline navigation
Dom Pullano | TrustRadius Reviewer
Dom Pullano
PRESIDENT
Read full review
Q4, Inc
  • speed of platform
  • lacking mobile app
  • pricing structure is fragmented
Verified User
Anonymous
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Alternatives Considered
Broadridge
Artisan was evaluated but seen as a more costly system with too much customization needed. Broadridge Client Information Management is ready to use and the build out is less of a necessity. Artisan is available to those who would like more of a work in progress. We did also review XTIVA but it was cumbersome when bringing in outside, direct data.
Dom Pullano | TrustRadius Reviewer
Dom Pullano
PRESIDENT
Read full review
Q4, Inc
Q4 Desktop had the highest market share and good customer references.
Verified User
Anonymous
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Return on Investment
Broadridge
  • Positive in that many marketing services are available that I had once paid to receive.
  • Positive in the data collection service for performance reporting as a time saver
  • Positive in retrieval of statements, tax reports on an annual and archive basis.
Dom Pullano | TrustRadius Reviewer
Dom Pullano
PRESIDENT
Read full review
Q4, Inc
  • reduced engineering time for website maintenance (2 hours per release)
  • reduced collaboration time with marketing team
  • automatic press release postings
Verified User
Anonymous
Read full review
ScreenShots