Pathagoras vs Broadridge Advisor Portal

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

Pathagoras

Category: Documentation Tool
Industries: Marketing, Financial, Business

Pricing

Individual

Single User

$379

Additional Licenses

Per Seat

$250

Network Bundle

3 users plus Networking***

$799

Broadridge Advisor Portal

Category: Documentation Tool
Industries: Marketing, Business

Pricing

Contact for a Quote

20M+ Downloads
5/5

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Pathagoras reviews

In addition to the documentation and cheerful telephone support, one of Pathagoras' best features is the ease with which a busy lawyer or paralegal can pace your learning. I created my first basic form (a "no-fault" divorce complaint) within 15 minutes of opening up the manual. It was simple, and it worked.

- Edward Zohn Technolawyer

While Pathagoras has to ability to create complex documents which contain logic based components, the steps involved are so rudimentary that one finds themselves questioning how can it be? What attorneys and law firms alike have struggled with for years relating to form documents and the automation of such, has been conquered with this program.

- Katrina Hubbard Balanced Legal Solutions, LLC,

focus on timesavers permeates the new version. For example, the new interface enables you to more readily access a greater number of clauses, files, images, and templates than ever before. Also, a number of helpful utilities make it easier to manage your forms library and associated resources.

- Neil Squillante Technolawye

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

Pathagoras

Pros
My overall experience with Pathagoras is fantastic
That it is so easy to transform your Word documents into Templates that are then so easy to call up and fill out
Fast and easy control using only Word to update fields and documents
The creator is super helpful when questions arise and always gives extra tips to improve it's value
Pathagoras is an amazing program, a must-have for any practice."

Cons
The only thing I don't like is that I feel guilty that it costs so little, seems wrong
Compared to trying to remember which client you did that project for, digging up the document and cutting and pasting - well there is no comparison
Frankly, if you are an attorney - or business person - and document generation is not central to your practice you are missing the boat and, frankly, making a huge, foolish, mistake
We encounter glitches sometimes with running the software
Hard to tell sometimes if it is Pathagorus or Word."

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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