Ocrolus vs Broadridge Advisor Portal

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

Ocrolus

Category: Documentation Tool
Industries: Marketing, Financial, Business

Pricing

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Broadridge Advisor Portal

Category: Documentation Tool
Industries: Marketing, Business

Pricing

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20M+ Downloads
5/5

#1 in Magazines & Newspapers

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Ocrolus reviews

In the beginning it was like an amazing dream come true to make our role efficient and effective!!! BUT now I feel like OC is a burnt out toaster not wanting to toast anymore.

- LeErin H. Loan Specialist

Ocrolus has been a great resource for our company over the last several years. It has sped up our underwriting process, requires less resources than hiring additional employees and keeps our bank statement review process consistent.

- Jarett I. Director

Sometimes the analytics take a little longer to complete, which at the end of the month can be hampering.

- Janice J. Due Diligence Analyst

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

Ocrolus

Pros
Great Product to Streamline Bank Statement Review Efficiency
Ocrolus has been a great resource for our company over the last several years
Overall this product is great an we will continue to use it
It is also a great double check for me and sometimes finds things that I may not have noticed."

Cons
Turn time on improvements and error investigations
Needs more transparent process to review Suspicious Activity Flags
I dont know how long it will take anymore
Chase, Bank of AM, Wells Fargo took no time, NOW it could take 30-1 hour to extract
Credit Unions and other unknown banks could take time i get that but when i pull up the bank statements and finish before OC has even completed one month something has gone wrong
I work twice to double check the missing information on missed lenders on financial documents and I wait twice as long to process information."

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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4.6/5

20M+ downloads

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