Broadridge
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Investor Communications
- Securities Processing Technology
- Business Process Outsourcing
- Investment Management Solutions
- Enterprise Data Management & Analytics
- Revenue & Expense Management
- Reconciliation & Process Control
- Mutual Fund Processing
- Corporate Issuer Solutions
- Advisor & Wealth Solutions
Pricing Info
Pricing Info
Broadridge’s SMB and enterprise pricing information is available only upon request. Contact the company for more details, and ask for your quote.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Broadridge provides communications, technology, data and analytics solutions for investment management teams.
Company Email
Contact No.
Company's Address
51 Mercedes Way
Edgewood, NY 11717
USA
Broadridge Comparisons
Popular Broadridge Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Smart Online Forms
- Triggered Actions
- Smart Logic
- Required Data Fields
- Voice-to-Text
- GPS, Data, & Time Stamp
- Automatic Calculations
- Database Integration
- Drawing Tool
- Photo Tagging & Streaming
- Document Management
- Job Handling
- Sales Management
- Asset Management
- Health & Safety
- Compliance Register
- Report Generator
- Digital Assistants
- CRM Solution
- Quotes & Invoices
- Payment Management
- Mobile App
Pricing Info
Formitize provides the following enterprise pricing plans for users to choose from.
Giving Back – by quote
- For non-profits and charities
- Community giving back program
Standard Plan – $29.99/user/month
- Formitize standard solutions
- Smart online forms
- CRM solution
- Web-based scheduling
- Job handling
- Safety
- Sales pipeline management
- Document management
- Quotes & invoices
- Automated digital assistants
- Mobile payments
Enterprise Solutions – by quote
- Formitize industry-tailored solutions
- Includes all standard features, Plus:
- Dedicated solutions for industries & verticals
- Reports
- Workflows
- Job templates
- Resource documents
Integrations
Formitize integrates with the following systems:
- Xero
- QuickBooks
- Stripe
- MYOB
- CRM platforms
- Asset numbering & barcode systems
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
The Flea & Tick Guys, Ventia, TEC Traffic Solutions
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Formitize is a form automation system that implements intelligent online forms and integrated solutions for companies, government agencies, and franchises to avoid paperwork hassles.
Company Email
Contact No.
Company's Address
Formitize
Mobile Interactive Technologies Pty Ltd., 11 Rodeo Road, Gregory Hills, NSW
Australia
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You should pay attention to the fact that even though both Broadridge and Formitize may have an excellent range of features each product may be created for a different business size. If you are analyzing various solutions you may want to give some attention to a business type they are catering to. Some functionalities may scale up with no problem for large enterprises but if you own a small or mid-sized business it’s usually more sensible to stay away from paying for advanced functionalities that you might never actually use.
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