QorusDocs vs Broadridge Advisor Portal

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QorusDocs

Category: Documentation Tool

Industries: Marketing, Education, Business

Pricing

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Broadridge Advisor Portal

Category: Documentation Tool

Industries: Marketing, Business

Pricing

Contact for a Quote

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Most popular feedback for QorusDocs

Overall, Qorus improves the proposal management experience. It makes it easy to work with others in the organization through co-authoring and saving in real time. It also helps with the overall proposal management process through set workflows customized to our team. I highly recommend Qorus if you want to improve our proposal management experience.

Jenna H.

About QorusDocs

QorusDocs is AI-powered RFP software that empowers your team to create RFP responses in days vs hours. Our smart solution is intuitive and easy-to-adopt, enabling you and your team to create personalized, professional-looking documents directly from your familiar Microsoft Office apps and popular CRM systems. Gain valuable time back by automating complex RFP responses with QorusDocs' AI-enabled auto-response feature and securely share and collaborate with key stakeholders and SMEs.

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.

QorusDocs reviews

Really great software supported by a really great organisation.

- Phillip D. Cloud Project Manager

Experience with QorusDocs software and the entire Qorus team, from Sales to Implementation to Support, has been stellar. I wish all my vendors were as reliable and responsive than the Qorus team. It is a pleasure to do business with this company, we have expanded our contract by 50% in a year because the field is so enthused with the solution.

- Stephanie S. Director, Sales Enablement & Content

Concept is good, but the frustration of having to do a password reset every time highlights to me that the software itself is weak. What else is not working right?

- Travis O. VP

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

QorusDocs

Pros
We have been using this software for seven years and have been very impressed with it
Each version gets better and better and it is a must-have in our company
The consolidation of our assets and task management in a centralized hub has made a tremendous difference in our ability to produce proposals and respond to RFPs
The ability for multiple users to have open and edit one document simultaneously has saved us countless hours of versioning and editing
SENSITIVE CONTENT] have been fantastic in helping our organization understand the value of QorusDocs and how to implement best practices to ensure successful adoption."
Cons
Concept is good, but the frustration of having to do a password reset every time highlights to me that the software itself is weak
What else is not working right
Sometimes there's a delay loading the web pages or opening documents
The time involved in adding question sets to the database
Inability to approve a block of standard materials upon review
Sometimes it feels a little glitchy, things don't work, have to retry, etc
And the glitches are sporadic so they are hard to trace."

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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