Broadridge Advisor Portal Pricing Overview

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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

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Broadridge Advisor Portal Alternatives Pricing

The following is a quick overview of editions offered by other Other Finance & Insurance Software

SaasAnt Transactions 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
Zocks Essentials	Starting at $67.001 User Per Month	Capture notes without recordings & free up time to focus on clients Meeting preparation AI Note-taking CRM integration Financial planning integration Portfolio management integration Pre-meeting and follow-up emails Unlimited meetings Show More
PayTraQer Launch	$9.00Per Month	100 Transactions Complete Automation 1 User Historical Transactions - 12 months 1 Sync Rule Business Insights Email Support Show More

Various alternatives pricing & plans

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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.