DocsCloud vs Broadridge Advisor Portal

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

DocsCloud

Category: Documentation Tool
Industries: Marketing, Financial, Business

Pricing

Free

Essential Plan

$15/ month

Professional Plan

$45/ month

Broadridge Advisor Portal

Category: Documentation Tool
Industries: Marketing, Business

Pricing

Contact for a Quote

20M+ Downloads
5/5

#1 in Magazines & Newspapers

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DocsCloud reviews

If you need to work together, this is the best way to do it.

- Julio Guillermo A. Software Developer

All docs can be saved on docs cloud and can be accessed anywhere anytime

- Rahul G. Branch Manager

It is the best software in which we can create, manage and share documents easily without any problem. we can also create pdfs and templates with this software. we can easily work together through this software.

- Kavyansh G. Social media marketing executive

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

Pros & cons

DocsCloud

Pros
It helps me to standardized certain documents for my clients
It helps me to get a bunch of different forms/documents completed all at once
I love that DocsCloud provided me a great all-in-one solution for my documents
Support is very responsive, and clearly answers the concerns of their users
There is not a lot of complicated processes, so workflow is easy and fast
Great support and an impressive trajectory make DocsCloud one to watch."

Cons
Then, when it came up on appsumo and I read into the features, I purchased and tried all the features, just to find out that I was totally wrong about it
It needs a little setting up - but that's to be expected - not a complaint - just an observation
No real complaints about things though
The UX could use some work, its a little rough around the edges
And the 2FA requires me to click on images of busses EVERY time I log in, which is a little frustrating
In the past, I always dreaded paperwork because it was too time-consuming and boring
Now, however, I have found a way to make my life easier by going paperless with DocsCloud."

Broadridge Advisor Portal

Pros
Proshas extensive reach and is very helpful for people

Cons
There is nothing that is wrong about it.

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Speechify is the #1 audio reader in the world

Get through books, docs, articles, PDFs, email – anything you read – faster.

4.6/5

20M+ downloads

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