[ Broadri... Reviews ](https://www.g2.com/products/broadridge-advisor-portal/reviews) [ Broadri... Reviews ](https://www.g2.com/products/broadridge-advisor-portal/reviews) # Broadridge Advisor Portal Pricing Overview [Editedit](https://my.g2.com/broadridge-advisor-portal/pricings) Free Trial **Broadridge Advisor Portal has not provided pricing information for this product or service.** This is common practice for software sellers and service providers. Contact Broadridge Advisor Portal to obtain current pricing. For more information on pricing, please call Broadridge at (800) 233-2834 To learn more, visit broadridge.com/advisor Pricing information for Broadridge Advisor Portal is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase Broadridge Advisor Portal must be conducted with the seller. Pricing information was last updated on March 22, 2021 Show More [ ![Product Avatar Image](https://images.g2crowd.com/uploads/vendor/image/316/63ad29dc585e90022b87376175848478.jpeg "Product Avatar Image") Sponsored G2 MCP for HubSpot Learn More ](javascript:void(0)) ## Top-Rated Alternatives [ ![SaasAnt Transactions](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_f2535517a3f8276d37f5f145b70a934e/saasant-saasant-transactions.png "SaasAnt Transactions") SaasAnt Transactions 4.9/5(302) ](https://www.g2.com/products/saasant-saasant-transactions/reviews) [ ![ProperConvert app](https://images.g2crowd.com/uploads/product/hd_favicon/aa63609d069aa0143b81d2551b58fa0d/properconvert-app.svg "ProperConvert app") ProperConvert app 4.3/5(107) ](https://www.g2.com/products/properconvert-app/reviews) [ ![Quicken](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_6089771635c2760ec22734cd60eeccd3/quicken.jpg "Quicken") Quicken 4.3/5(75) ](https://www.g2.com/products/quicken/reviews) [ View All Alternatives ](https://www.g2.com/products/broadridge-advisor-portal/competitors/alternatives) ## Broadridge Advisor Portal Alternatives Pricing The following is a quick overview of editions offered by other [Other Finance Software](https://www.g2.com/categories/other-finance) | ![SaasAnt Transactions](https://images.g2crowd.com/uploads/product/image/small_square/small_square_f2535517a3f8276d37f5f145b70a934e/saasant-saasant-transactions.png) [SaasAnt Transactions](https://www.g2.com/products/saasant-saasant-transactions/reviews) ##### Single Company Plans | Starting at $25.001 Company Per Month | - Bulk Import, Export, Delete & Modify transactions - Multi-User Support - Automated Transaction Processing (with email, FTP, SFTP, Zapier integration) - Scheduled Imports/Exports for recurring tasks - Live Support - Data Validation before import to prevent errors. - Historical Data Imports - Custom Mapping - Custom Rules - Multi-currency support - PDF to Excel - Live Edits - Role-based Access Control for Multiple Users - Data Encryption to ensure secure transaction processing - Comprehensive Help Center - White-Glove Onboarding - Detailed Process Reports - Receipt Upload - Bank Statement Upload - AI Excel Converter [Show More](javascript:void(0);) | | ![PayTraQer](https://images.g2crowd.com/uploads/product/image/small_square/small_square_6af51fed3f710e508490f074d4e9231b/paytraqer.png) [PayTraQer](https://www.g2.com/products/paytraqer/reviews) ##### Launch | $9.00Per Month | - 100 Transactions - Complete Automation - 1 User - Historical Transactions - 12 months - 1 Sync Rule - Business Insights - Email Support [Show More](javascript:void(0);) | | ![Capitaliz](https://images.g2crowd.com/uploads/product/image/small_square/small_square_4172be173f17443cf25ff559d6490534/capitaliz.png) [Capitaliz](https://www.g2.com/products/capitaliz/reviews) ##### Capitaliz Subscription | $99.001 Capitaliz Subscription Per Month | Ongoing subscription to manage company and implement the recommendations from the Business Insights Report - Guided fastrack onboarding | Various alternatives pricing & plans Free Trial Pricing information for the above various Broadridge Advisor Portal alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller. ##### Categories on G2 [ Other Finance & Admin. ](https://www.g2.com/categories/other-finance-admin)[ Other Finance ](https://www.g2.com/categories/other-finance) ##### Explore More [ Best user-friendly loyalty management system for new businesses ](https://www.g2.com/discussions/best-user-friendly-loyalty-management-system-for-new-businesses)[ Most reliable SAP store for enterprise solutions ](https://www.g2.com/discussions/most-reliable-sap-store-for-enterprise-solutions)[ Which digital signage app works best on tablets ](https://www.g2.com/discussions/which-digital-signage-app-works-best-on-tablets) [ Top big data analytics solutions for e-commerce ](https://www.g2.com/discussions/top-big-data-analytics-solutions-for-e-commerce)[ Top-rated HR app for employee management ](https://www.g2.com/discussions/top-rated-hr-app-for-employee-management)[ Best document creation tools for legal and compliance teams ](https://www.g2.com/discussions/what-is-the-best-document-creation-tools-for-legal-and-compliance-teams) Show More [ Best user-friendly loyalty management system for new businesses ](https://www.g2.com/discussions/best-user-friendly-loyalty-management-system-for-new-businesses)[ Most reliable SAP store for enterprise solutions ](https://www.g2.com/discussions/most-reliable-sap-store-for-enterprise-solutions)[ Which digital signage app works best on tablets ](https://www.g2.com/discussions/which-digital-signage-app-works-best-on-tablets) [ Top big data analytics solutions for e-commerce ](https://www.g2.com/discussions/top-big-data-analytics-solutions-for-e-commerce)[ Top-rated HR app for employee management ](https://www.g2.com/discussions/top-rated-hr-app-for-employee-management)[ Best document creation tools for legal and compliance teams ](https://www.g2.com/discussions/what-is-the-best-document-creation-tools-for-legal-and-compliance-teams)