Broadridge Advisor Portal vs MyCase

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

Broadridge Advisor Portal

Category: Documentation Tool
Industries: Marketing, Business

Pricing

Contact for a Quote

MyCase

Category: Documentation Tool
Industries: Business, Marketing, Legal Files

Pricing

Basic

$39.00 1 User Per Month

Pro

$59.00 1 User Per Month

20M+ Downloads
5/5

#1 in Magazines & Newspapers

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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

MyCase reviews

I love the workflows, specifically, I love the fact that if you have to change a date within the workflow, that you don't have to manually change all of your tasks associated with it. You can recalculate the tasks based on the new date. Brilliant!

- Sharon G. paralegal

Communication. MyCase makes communicating with clients effortless. I can share documents, obtain signatures, and answer client questions in minutes.

- Sam S. Managing Attorney

I love the ease for clients and users alike. I appreciate the app for all types of phone platforms. This helps my clients in the event of an emergency.

- Traci C. Attorney

Pros & cons

Broadridge Advisor Portal

Pros
Proshas extensive reach and is very helpful for people

Cons
There is nothing that is wrong about it.

MyCase

Pros
For example - we have the ability to text message with clients now, which is a great way to communicate with those client's who wouldn't otherwise use email etc
The best feature we love is the case management as it is super easy for us to retrieve the requested document as and when asked by the client
The features are awesome and they are constantly improving
I love the ability to have all my cases available via digital
I can share the documents with my clients and communicate with them via the client portal."

Cons
My only complaint is downloading data is virtually impossible
We needed to duplicate our documents and had a really hard time doing so
Even worse, they are pretending like they own their "themes" so that I cannot simply migrate my website to an affordable site
I haven't made a lot of mistakes in life, but MyCase was one of them
The reports could be easier to follow/understand
It seems all the reports would be related, but it gets confusing
So, a client with multiple cases, is an issue
Drafting of documents is horrible."

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20M+ downloads

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