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Average Ratings 0 Ratings

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features
design
support

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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 

Screenshots View All

Screenshots View All

Integrations

Teamstack Yes 

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 

Product Features

Alternatives

Alternatives

Paracelsus Reviews

Paracelsus

Advanced Computer Technologies