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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
API Access
Has API
Integrations
Teamstack
Pricing Details
No price information available.
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
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
Collaboration
Content Management
Document Management
File Sharing
Search