[ Broadri... Reviews ](https://www.g2.com/products/broadridge-portfolio-management/reviews) [ Broadri... Reviews ](https://www.g2.com/products/broadridge-portfolio-management/reviews) # Broadridge Portfolio Management Pricing Overview [Editedit](https://my.g2.com/broadridge-portfolio-management/pricings) [Claim your profile now](https://www.g2.com/products/broadridge-portfolio-management/claim_requests/new) **Broadridge Portfolio Management has not provided pricing information for this product or service.** This is common practice for software sellers and service providers. Contact Broadridge Portfolio Management to obtain current pricing. Pricing information for Broadridge Portfolio Management is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase Broadridge Portfolio Management must be conducted with the seller. Show More ## Top-Rated Alternatives [ ![Betterment at Work](https://images.g2crowd.com/uploads/product/hd_favicon/80255cbf814772b065215ac96c5aa13d/betterment-at-work.svg "Betterment at Work") Betterment at Work 4.3/5(544) ](https://www.g2.com/products/betterment-at-work/reviews) [ ![Morningstar Direct](https://images.g2crowd.com/uploads/product/hd_favicon/9aa6ec67e406c9e748b54d89d1f3a944/morningstar-direct.svg "Morningstar Direct") Morningstar Direct 4.1/5(425) ](https://www.g2.com/products/morningstar-direct/reviews) [ ![Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://images.g2crowd.com/uploads/product/hd_favicon/9aa6ec67e406c9e748b54d89d1f3a944/morningstar-direct-advisory-suite-formerly-advisor-workstation.svg "Morningstar Direct Advisory Suite (formerly Advisor Workstation)") Morningstar Direct Advisory Suite (formerly Advisor Workstation) 4.1/5(285) ](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) [ View All Alternatives ](https://www.g2.com/products/broadridge-portfolio-management/competitors/alternatives) ## Broadridge Portfolio Management Alternatives Pricing The following is a quick overview of editions offered by other [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management) | ![Betterment at Work](https://images.g2crowd.com/uploads/product/image/small_square/small_square_3f4597512f6d26a25effbb7bf2e35f89/betterment-at-work.png) [Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews) ##### Essential | $100.00100 per month + $5/monthly record keeping per active participant. Additional implementation and participant advisory fees apply\* | An affordable, easy-to-manage 401(k) plan for your employees’ retirement. - Dedicated Onboarding specialist - Simple payroll integrations with Gusto, Trinet, and other providers - 3(38) and 3(16) fiduciary services with administrative, compliance, and investment support - Scheduled phone and email support for plan administrators - Getting started webinars and emails for employees | | ![Koyfin](https://images.g2crowd.com/uploads/product/image/small_square/small_square_2d734045120b900cbd749ae924da7481/koyfin.png) [Koyfin](https://www.g2.com/products/koyfin/reviews) ##### Free | $0.00 | The ultimate beginner package; everything you need to get started gaining insight on your investments - 2Y financials & 1Y estimates - My Portfolio - Advanced charting - Market & macro dashboards - 2 watchlists & 2 screens - 2 custom dashboards - Limited company snapshots - Limited news [Show More](javascript:void(0);) | | ![Orion Advisor Technology](https://images.g2crowd.com/uploads/product/image/small_square/small_square_f37e1c0c7c5942699e5f0accdb64efca/orion-advisor-technology.jpg) [Orion Advisor Technology](https://www.g2.com/products/orion-advisor-technology/reviews) ##### Foundation Stack | Starting at $13,000.00Per Year | Cornerstone technology for building your firm - Billing and Reporting - Orion Planning - Client Portal and Mobile App - Alternative Invesment Platform - 15% off Any Redtail Plan | Various alternatives pricing & plans Pricing information for the above various Broadridge Portfolio Management 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 [ Investment Portfolio Management ](https://www.g2.com/categories/investment-portfolio-management) ##### Explore More [ Which employee perks platforms and benefits rewards software integrates seamlessly with ADP or HR and finance platforms HRIS systems? ](https://www.g2.com/discussions/which-employee-perks-platforms-and-benefits-rewards-software-integrates-seamlessly-with-adp-or-hr-and-finance-platforms-hris-systems)[ Top-rated AML software for banks ](https://www.g2.com/discussions/top-rated-aml-software-for-banks)[ Best options for generative AI infrastructure in the SaaS industry ](https://www.g2.com/discussions/what-are-the-best-options-for-generative-ai-infrastructure-in-the-saas-industry) [ What sales training software avoids the generic content trap and actually lets you tailor curriculum to the way your reps sell in the real world? ](https://www.g2.com/discussions/what-sales-training-software-avoids-the-generic-content-trap-and-actually-lets-you-tailor-curriculum-to-the-way-your-reps-sell-in-the-real-world%20)[ Top tools for automating build and test processes ](https://www.g2.com/discussions/top-tools-for-automating-build-and-test-processes)[ What's the leading software for field technicians ](https://www.g2.com/discussions/what-s-the-leading-software-for-field-technicians) Show More [ Which employee perks platforms and benefits rewards software integrates seamlessly with ADP or HR and finance platforms HRIS systems? ](https://www.g2.com/discussions/which-employee-perks-platforms-and-benefits-rewards-software-integrates-seamlessly-with-adp-or-hr-and-finance-platforms-hris-systems)[ Top-rated AML software for banks ](https://www.g2.com/discussions/top-rated-aml-software-for-banks)[ Best options for generative AI infrastructure in the SaaS industry ](https://www.g2.com/discussions/what-are-the-best-options-for-generative-ai-infrastructure-in-the-saas-industry) [ What sales training software avoids the generic content trap and actually lets you tailor curriculum to the way your reps sell in the real world? ](https://www.g2.com/discussions/what-sales-training-software-avoids-the-generic-content-trap-and-actually-lets-you-tailor-curriculum-to-the-way-your-reps-sell-in-the-real-world%20)[ Top tools for automating build and test processes ](https://www.g2.com/discussions/top-tools-for-automating-build-and-test-processes)[ What's the leading software for field technicians ](https://www.g2.com/discussions/what-s-the-leading-software-for-field-technicians)