Broadridge Advisor Portal vs Verenia

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.

Verenia is a complete omnichannel and sales enablement suite that includes CPQ and B2B Ecommerce under one easy to use platform. Trusted by thousands of users worldwide, it simplifies buying and selling processes across all channels and allows businesses to align with the expectations of today's buyers. Verenia is designed to handle simple to highly complex product and pricing configurations across all sales channels. With its robust rules engine, it includes “Guided Selling” in order to facilitate cross-selling and upsells. Verenia CPQ effortlessly manages product margins, discounts, and pricing for different products and services across all channels. Verenia CPQ’s interface is designed to allow the product team to view sales activities, enter price quotes, send sales proposals, and confirm product orders, whether on a desktop, laptop, tablet, or smartphone. It also allows product managers to edit product data and make changes to the pricing.. The software has controls that allow role-based access to product designs and pricing details. The tool provides a drag and drop configuration designing tool for eCommerce that allows customers to personalize the product as per their requirements. Verenia integrates with CRM and ERP platforms such as Salesforce, Microsoft Dynamics, Netsuite, Acumatica, Epicor, Macola, Syspro, Infor, and many more. It offers a rules engine and validation options for error-free quotes and orders. It also supports complex pricing matrices, 3D product visualizations, and data migration.