Software Alternatives & Reviews

Broadridge Advisor Portal VS Logix Financial Planning

Compare Broadridge Advisor Portal VS Logix Financial Planning and see what are their differences

Broadridge Advisor Portal logo Broadridge Advisor Portal

Achieve more referrals, new clients, and nurture relationships through multi-channel, multi-touch marketing from Broadridge Advisor Solutions, offering the largest selection of financial advisor marketing to deliver your brand to more places for les…

Logix Financial Planning logo Logix Financial Planning

Logix Financial Planning is a business management platform that provides various enterprise solutions with broker-dealers, registered investment advisors, and other services.
  • Broadridge Advisor Portal Landing page
    Landing page //
    2019-12-26
  • Logix Financial Planning Landing page
    Landing page //
    2023-08-23

Category Popularity

0-100% (relative to Broadridge Advisor Portal and Logix Financial Planning)
Tool
41 41%
59% 59
Office & Productivity
39 39%
61% 61
Accounting
37 37%
63% 63
Finance
46 46%
54% 54

User comments

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What are some alternatives?

When comparing Broadridge Advisor Portal and Logix Financial Planning, you can also consider the following products

Money Guide Pro - Money Guide Pro is a financial planning software solution.

Quicken - Stay in control of your monthly cash flows, budgets, and expenditures. Quicken provides a navigable interface where you can organize your debit, credit, and savings, and build good habits accordingly.

Working Papers - Working Papers is flexible project management software solution.

Creditsafe - Creditsafe offers solutions for online commercial credit information and reports.

ReadSoft - Kofax ReadSoft Online - Accurately capture, extract and validate invoice data with a multi-tenant SaaS accounts payable solution in the cloud

SWELLEnterprise - SWELLEnterprise is a centralized hub for financial services that allow owners to deal with proper workflow management by organizing the basic tasks, such as projects, clients, invoices, proposals, emails, calendars, and a lot more for productive inv…