Broadridge Advisor Portal vs Icertis Suite

Side-by-side comparison of features, reviews, pricing and more

Broadridge Advisor Portal

Category: Documentation Tool
Industries: Marketing, Business

Pricing

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Icertis Suite

Category: Documentation Tool
Industries: Marketing, Business, Education

Pricing

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20M+ Downloads
5/5

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Broadridge Advisor Portal reviews

Broadridge Advisor Solutions has been a great partner for my practice over the last few years. I went independent more than a year ago, and I made sure to take Broadridge with me. I have enjoyed that it has been a one-stop-shop for me and my clients to receive constant, personalized information. The money spent and time saved have been well worth it.

- Blake Dorsett Innovative Financial Group, Memphis, TN

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.

- Michael L. Dynamic Research Tool

Every customer is looking for a trusted site so it shows previous customer experience and I kile ebook as well.

- Kasun U. Client Relationship Manager

Icertis Suite reviews

Our company implemented the Icertis platform in 2016. It has completely transformed our CLM process. We thought we were buying a software package, but instead got a CLM platform that completely transformed our approach to contracts. We have reduced turnaround time and have greater visibility of our contracts and commitments. We are coming to the end of our three year contract and have already committed to signing a new three year contract. Icertis has been a great partner and we are excited to continue our relationship well into the future!

- Scott M. Vice President, Contracts

From sourcing to contracting we have gained speed, and it has made us safer. We have our risks transparent, we have our process transparent, and our buyers like the software. It's easy to use. The software guides the buyer through the process so the user always knows what to do next.

- Ulrich Ochmann Product Owner contracting, NPS, Daimler

One uniform database for all of our buy side agreements across the globe. We have consolidated many systems to one.

- Deb V. Law Process and Records Manager

Pros & cons

Broadridge Advisor Portal

Pros
Proshas extensive reach and is very helpful for people

Cons
There is nothing that is wrong about it.

Icertis Suite

Pros
Icertis has been a great partner and we are excited to continue our relationship well into the future
There is a lot of follow up upon roll-out with the customer to ensure the product is working as expected
You can easily create a contract management process
Also approval process is so easy for approver and contract creator
Manage legal contracts including sales agreements, NDAs, etc
Including the signing process and document management."

Cons
Currently, there are no integrations with Oracle
However, this is on their roadmap
I received no training on how to maximize this system and had to figure it out by myself
There is very little that I dislike at the moment
Since it has only been a short time of use, I haven't found anything that really bothers me yet
But instead, we are asked to come in after implementation to support/clean up the mess."

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