Broadridge Advisor Portal vs PracticePanther Legal Software
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Sir Richard BransonMost popular feedback for Broadridge Advisor Portal
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.
Martin James Flores
About Broadridge Advisor Portal
Get an independent, auditable and accessible book of record from a reliable partner. We deliver complete, accurate and timely information and visualization to support trading, compliance, fiduciary oversight and other critical investment management functions. Our award-winning solution includes a global asset class, multi currency, real-time platform with professional accounting services to produce your investment book of record.
Most popular feedback for PracticePanther Legal Software
For me, I find that the calendar function is the most useful. I like that I can pull up any team member's calendar on there and it is color coded, according to the team member. It is super helpful for me since I am constantly scheduling reviews or other meetings with various employees.
Derek Q.
About PracticePanther Legal Software
PracticePanther is the top rated law practice management software on Capterra! See why tens of thousands of law firms in over 170 countries use PracticePanther to automate their workflows and get more done in less time. Never miss deadlines, get paid faster, seamlessly track billable time & expenses. Work from anywhere, on any device, with our mobile app. It's easy, user-friendly and intuitive. Spend less time managing your firm and more time making money. Try it free, no credit card needed.
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
PracticePanther Legal Software reviews
PracticePanther is a great platform and you should definitely give it a good try during a free trial period. It also has Rules of Court deadline figuring if you're a Civil firm. PP has great integration with QuickBooks on-line. You can print checks directly from PP, or QB online to pay other legal vendors (Chiros, etc.)
- James H. Principal
I am opening a new nation wide firm with a law school classmate and we are using another plat form because of the terrible experience we have had. The only reason we are still currently with PP is because of the expense and work involved in switching to a different platform. I have been completely unhappy with PP since we made the transition and I remain so.
- Maggie K. Office Manager
Time-keeping, billing, and contact management are our most-used features.
- Barbara S. 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. |
PracticePanther Legal Software
| Pros |
|---|
| I love the secure client portal, as I often exchange sensitive documents with the client |
| I love the client notes feature and the calendaring |
| I purchased PracticePanther about 6 months ago, and I was initially very happy with it |
| It is good for tasking, time management and to a certain extent document storage |
| My firm definitely benefits from the ease in generating invoices or case history as well |
| Sales rep was very proactive and made all glorious representations when he tried to sell us the software, seemingly really proud and confident in the product." |
| Cons |
|---|
| Wasted hours trying to make it integrated with QuickBooks, only to have PP blame Quickbooks for PP inability to integrate |
| I spent at least 12 hours and gave up the integration |
| Switching from our old software to Panther was very difficult |
| Panther was not able to migrate over our documents from the old software, but rather we did a data dump to an external searchable file |
| Nothing really that I can think of that I "dislike" about this software |
| Very time consuming and not realistic if you have more than 1 client utilizing ledes billing |
| Also, their reporting is horrific as you cannot create your own customized report." |
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