Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
The client portal add-on from DrugPak allows you to establish a dashboard that reflects your company's branding for clients. After logging in, clients can securely access their data and have the ability to view both new and historical reports, examine random profiles, add participants either one by one or through bulk uploads, and manage various company details such as authorized contacts, employee lists, and locations. Additionally, DrugPak’s Notification/Dashboard feature grants immediate visibility into your key metrics and frequently performed actions. This customizable dashboard can display important metrics relevant to your organization, featuring widgets that track expiring licenses, expired licenses, expired physicals, login activity, and both DOT and Non-DOT compliance. Furthermore, by utilizing our custom programming services, you can create tailored dashboard widgets that align perfectly with your specific requirements, enhancing the overall user experience for your clients.
API Access
Has API
No
API Access
Has API
No
Integrations
Teamstack
No
Pricing Details
No price information available.
Free Trial
No
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
Yes
Live Rep (24/7)
No
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)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
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
Vendor Details
Company Name
DrugPak
Website
www.drugpak.com
Product Features
Portal
Chat
No
Collaboration
No
Content Management
No
Document Management
No
File Sharing
No
Search
No