Formstack Documents vs Broadridge Advisor Portal
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Sir Richard BransonMost popular feedback for Formstack Documents
Overall, my end users have a good experience with Formstack Documents as we utilise it through Salesforce. Therefore they do not have to experience the pains that I do as an admin. (Webmerge noted below as this was the previous software prior to it being bought by Formstack and converted to Formstack Documents, this i believe is what lead to the account issues mentioned. Support was poor throughout conversion)
Rhys G.
About Formstack Documents
Save time by automating your contract generation with Formstack Documents, an easy-to-use document creator that eliminates repetitive and error-prone data entry. Start a FREE TRIAL to securely create and deliver custom contracts to clients in seconds. Or use one of the 100s of pre-built templates we supply to get you started. When your contract is ready, share it anywhere with just a few clicks and avoid printing, faxing, and waiting ages for signatures.
Most 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.
Formstack Documents reviews
Webmerge made our application process so easier. Thanks for developing this sort of software for the public.
- Michael L. Counselor
The thing I like most about this is how if an insured lives out of town or just isn't able to come into the office then it makes it super easy to just email it over to them and with a few clicks their document is signed.
- Melissa J. CSR
It's simple to use, but has a lot of functionality that makes it easy for a non-developer to use.
- Quan N. Promoter
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
Formstack Documents
| Pros |
|---|
| Can save templates that you can easily send to the candidates |
| Candidates can easily electronically sign the Documents needed for their application |
| It has opened up a ton of doors for automated processes |
| We waited for years for a combination of products like Formstack Forms and Formstack Documents that fulfilled all of our use cases |
| Once setup with your document template you can be confident this product will be fit for purpose |
| Easy to get started and design your documents the way you want them to look |
| Pull in the data from multiple sources and it all happens super fast." |
| Cons |
|---|
| We are a small business and found ourselves wasting so much time with generating documentation for our customers |
| It's hard to explain all of the things made possible with Webmerge.me so you'll just have to go the site and check it out |
| Also there's alot of hidden features and some "bugs" with no logic reason why it appears |
| We did run into one issue where some internal code with Microsoft Word was creating errors, and their customer service team worked tirelessly until we figured it out." |
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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