Appenate vs Broadridge Advisor Portal

Our business is mostly mobile, this solution enables those things traditionally only available in an office with full computing infrastructure to be made available to people who are remote and in poor mobile coverage areas. Just the cost of previous paper forms more than pays for the solution alone, let alone the efficiency gains it provides. (update September 2018:- This solution has evolved from being peripheral to our business to being almost core to everything we measure and manage across 2 separate businesses. We could live without it but it would be very painful. Those who manage widely remote workforces need to look at this as a potential solution, the cost is reasonable when compared to what you get. From our experience if your business case for purchase involves the cost of printed forms being replaced with this as a solution then understand your about to significantly "under promise" and "over deliver". Which is not a bad place to be imho.) Previous "Ease of Use score was3/5 now 4/5 but only because I want them to still improve some more! The above is an honest review I was not promised or provided with anything to write what I did, I just believe that bouquets or brickbats both need to be earned and Appenate have done just that in terms of bouquets There are still areas that I would like to see improved, and to be honest I let Appenate know when ever I see something I'd like changed. They listen and either agree and add it to the List, or tell me why not

Broadridge has been a great partner to work with. They have allowed me to concentrate on servicing my clients rather than taking away from that vital part of my business. It's difficult enough being an advisor in this industry, so it's nice to have a partner to count on to share in the responsibility of running a successful practice. Business owners across the country understand it takes a village to run a successful one; Broadridge services as the village support network.