G2

Verified User in Financial Services

Small-Business (50 or fewer emp.)

3/10/2022

"I like them, I LOVE their website."

4/5

What do you like best about Broadridge Client Portal?

Their website has a plethora of helpful knowledgeable tools and information. Their website alone is easy to navigate, friendly to the eye, and very useful info! Review collected by and hosted on G2.com.

What do you dislike about Broadridge Client Portal?

Much of the material is great and useful, of course, you must have an account or present your email to log in, which ultimately, with marketing efforts, is 100 fold on your inbox! Review collected by and hosted on G2.com.

Recommendations to others considering Broadridge Client Portal:

Tons and tons of content for new /updated relatable, useful content,

Great turnkey solution. Review collected by and hosted on G2.com.

What problems is Broadridge Client Portal solving and how is that benefiting you?

Many things are helpful when using Broadridge, a favorite is the client portal. Helpful for Advisor, staff, and client. The portal is user-friendly, saving loads of time. Review collected by and hosted on G2.com.