Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Ahsuite provides a centralized platform for sharing tasks, files, passwords, presentations, and Data Studio reports, ensuring that all client communications are neatly organized to prevent anything from being overlooked or misplaced. Clients will value the system's professionalism and structure, allowing you to allocate more time to creative activities like designing, writing, and managing their campaigns instead of getting bogged down in agency operations. Gone are the days of sending numerous links via email; you can now seamlessly embed Data Studio dashboards, Google Slides, and videos directly within client portals. The task management features in Ahsuite include everything needed for handling intricate projects, such as checklists, templates, labels, dependencies, attachments, calendar views, and much more. You can easily determine which files need client approval, including agreements and proofs, while custom labels and search functions simplify file organization. Ahsuite also incorporates an encrypted password manager, enabling secure sharing of passwords with only authorized individuals. Additionally, the platform helps teams monitor contributions with timestamped log entries, ensuring clarity in project accountability. Ultimately, Ahsuite enhances collaboration and efficiency, making it an invaluable tool for any agency.
Description
Enhance your productivity daily by utilizing comprehensive reporting and sophisticated search functions. The Client Portal is a user-friendly platform that consolidates all essential information in a single location, allowing you to streamline processes and automate various tasks. By leveraging the Client Portal, you can efficiently retrieve shareholder data and other vital information, significantly improving your workflow. Whether you're generating on-demand reports or tracking live voting outcomes, the Client Portal is designed to simplify your tasks. This versatile tool empowers you to tailor your work approach to suit your needs, providing crucial data, both real-time and historical reports, advanced search and filtering options, as well as client notifications. The ability to access and manage important information efficiently enhances your overall effectiveness, ensuring you remain productive and informed in your endeavors.
API Access
Has API
No
API Access
Has API
No
Pricing Details
$30 per month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Ahsuite
Country
United States
Website
ahsuite.com
Vendor Details
Company Name
Broadridge Financial Solutions
Founded
1987
Country
United States
Website
www.broadridge.com/financial-services/corporate-issuer/issuer/gain-insights-and-uncover-opportunities/client-portal
Product Features
Portal
Chat
No
Collaboration
Yes
Content Management
No
Document Management
Yes
File Sharing
Yes
Search
Yes
Task Management
Collaboration
Yes
Create Subtasks
No
Gamification
No
Gantt Charts
No
Mobile Access
No
Percent-Complete Tracking
No
Progress Tracking
No
Recurring Tasks
No
Reporting/Analytics
No
Spreadsheet View
No
Task Board View
No
Task Planning
No
Task Scheduling
No
Task Tracking
No
Time Tracking
No
To-Do List View
No
Product Features
Portal
Chat
No
Collaboration
No
Content Management
No
Document Management
No
File Sharing
No
Search
No