Broadridge Client Information Management Adaptability
This is used for client information management as well as timely client updates. I am able to update information and it can be seen and …
Overview
What is Broadridge Client Information Management?
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…
Recent Reviews
Reviewer Pros & Cons
Pricing
N/A
Unavailable
What is Broadridge Client Information Management?
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…
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Would you like us to let the vendor know that you want pricing?
2 people also want pricing
Alternatives Pricing
What is RightCapital?
According 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.
What is Creatio?
Creatio is a provider of a platform to automate industry workflows and CRM with no-code and maximum degree of freedom. The Creatio offering includes a no-code platform (Studio Creatio), CRM applications (Marketing, Sales, and Service), industry workflows for 20 verticals and marketplace add-ons.…
Product Details
- About
- Tech Details
What is Broadridge Client Information Management?
Broadridge Client Information Management Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
Comparisons
Compare with
Reviews and Ratings
(3)Reviews
(1-1 of 1)Companies can't remove reviews or game the system. Here's why
This is used for client information management as well as timely client updates. I am able to update information and it can be seen and reviewed by my client in real time. Also this integrates with compliance so immediate reviews and educational publications are distributed on a timely basis. No delay is caused on the information flow side.
- 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.
- 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
- The remote functions have been great
- Library of marketing materials for client use.
- Client statement and tax reporting accessibility.
- 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.
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.
We did also review XTIVA but it was cumbersome when bringing in outside, direct data.