Rocket Matter vs Broadridge Advisor Portal

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

Rocket Matter

Category: Documentation Tool
Industries: Business, Marketing, Legal Files

Pricing

Essentials

$39.00

1 User Per Month

Pro

Starting at $59.00

1 User Per Month

Premier

Starting at $89.00

1 User Per 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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Rocket Matter reviews

Keep track of them. TEMPLATES! Based on the kind of law you practice. CONTACTS! Let's say you have an adjuster saved as a contact, he calls to settle a case, then you're able to see all cases with him and discuss all.

- Oswaldo H. General Manager

Ease of use and setup. Customer service has been great and responsive. Also the cost for what it does is reasonable.

- Aaron G. Managing Partner

Their support desk employees are responsive when you call them for support, but their development side is sorely lacking. Overall, how good is it? My old firm developed our own in-house software in the late 1990s that still out performs Rocketmatter.

- James D. Attorney

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

Rocket Matter

Pros
Overall it's a good product that I'm happy to continue using
Overall, Rocket Matter combines the best features of case management software at a more affordable rate than their competitors
I love that all the information can be found under the client matter
Rocket Matter has been excellent for our firm and it allows us to maintain excellent billing practices while maintaining everything in an organized fashion."

Cons
I found the application to be over-simplified and somewhat childish
This application is really geared for a younger set
I have not seen anything so far that caused discomfort while using RM
If the clients owe for different things, It gets confusing separating the amounts once they are added together
Reports functions are limited
Company lags behind on Ad In integration with Microsoft Products."

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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