Broadridge Advisor Portal Reviews & Product Details

I like the simplistic design of Broadridge Advisor Portal. Review collected by and hosted on G2.com.

I wasn't satisfied with the Broadridge Advisor Portal because it didn't meet my company's needs for website design. It had a lot of 'canned' content and not as much personalization. The website reporting was less advanced than what we found with Yext. It also needed more personalization, refreshed template designs, and better integration with our other company tools. The setup was easy but too simplistic. Review collected by and hosted on G2.com.

What I like best about the Broadridge Advisor Portal is its ability to email blast all of our clients our weekly newsletters on a scheduled date and time. This is super convenient and helps us save a lot of time Review collected by and hosted on G2.com.

There is not too much to dislike about Broadridge Advisor Portal. It is a simple layout and is very straightforward, making it easy to use Review collected by and hosted on G2.com.

Every customer is looking for a trusted site so it shows previous customer experience and I kile ebook as well. Review collected by and hosted on G2.com.

Nothing much. everything is in order. Noting is missing and all working properly. Review collected by and hosted on G2.com.

It has extensive reach and is very helpful for people. Review collected by and hosted on G2.com.

There is nothing that is wrong about it. Review collected by and hosted on G2.com.

Consistently produce excellent educational content for newsletters and standalone concept pieces. Great resource for many topics and easy to export as pdf to send to clients. Review collected by and hosted on G2.com.

Newsletter is not a very modern layout and has not been updated in awhile. Review collected by and hosted on G2.com.

I like the ease of use Broadridge Advisor Center provides. It is fairly easy to go in and navigate the portal without much need for assistance or training. I like how there is always up-to-date information published which can be used to share with clients as well. Review collected by and hosted on G2.com.

There is currently nothing that we dislike or are unhappy with. Review collected by and hosted on G2.com.

Information is live and accurate, I can always rely on it. Review collected by and hosted on G2.com.

It's hard to learn and to use it, but once you do, you enjoy it. Review collected by and hosted on G2.com.

i like the newsletter that is sent out annually and monthly. I like how i have access to approved articles for my clients Review collected by and hosted on G2.com.

i wish the website was easier to navigate. Sometimes it takes me some time to get to where I want to be Review collected by and hosted on G2.com.