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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Google Slides
Teamstack

Integrations

Google Slides
Teamstack

Pricing Details

$30 per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

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
Collaboration
Content Management
Document Management
File Sharing
Search

Task Management

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Product Features

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Alternatives

Alternatives

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