TrustRadius

Broadridge Client Information Management vs. Q4 Desktop

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Broadridge Client Information Management
Score 9.0 out of 10
N/A
Broadridge Client Information Management is a CRM solution designed to improve the capture, flow, storage, accessibility and management of client information. It is designed to enable high-velocity client onboarding and protect client data across the relationship life cycle by eliminating paper and reducing risky integration layers.N/A
Q4 Desktop
Score 8.0 out of 10
N/A
Q4 Desktop is a software solution designed to enable users to build a investor relations program, demonstrate its impact, and measure the success of investor outreach efforts. Q4 Desktop is designed to aggregate all the data generated by an IR program into a single platform so the user can more easily report on stock performance, shareholder composition, and investor engagements, while reducing the amount of time spent on manual reporting.N/A
Pricing
Broadridge Client Information ManagementQ4 Desktop
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Broadridge Client Information ManagementQ4 Desktop
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
Community Pulse
Broadridge Client Information ManagementQ4 Desktop
Considered Both Products
Broadridge Client Information Management
Dom Pullano | TrustRadius Reviewer
Dom Pullano
PRESIDENT
Chose Broadridge Client Information Management
Artisan was evaluated but seen as a more costly system with too much customization needed. Broadridge Client Information Management is ready to use and the build out is less of a necessity. Artisan is available to those who would like more of a work in progress.
We did also …
Q4 Desktop
Verified User
Anonymous
Chose Q4 Desktop
Q4 Desktop had the highest market share and good customer references.
Best Alternatives
Broadridge Client Information ManagementQ4 Desktop
Small Businesses
Affinity CRM
Affinity CRM
Score 9.3 out of 10
Dropbox DocSend
Dropbox DocSend
Score 9.6 out of 10
Medium-sized Companies

No answers on this topic

Dropbox DocSend
Dropbox DocSend
Score 9.6 out of 10
Enterprises

No answers on this topic

S&P Capital IQ
S&P Capital IQ
Score 8.2 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Broadridge Client Information ManagementQ4 Desktop
Likelihood to Recommend
9.0
(0 ratings)
8.0
(0 ratings)
User Testimonials
Broadridge Client Information ManagementQ4 Desktop
Likelihood to Recommend
This is well suited in the investment services area especially for multiple users and those working on a remote basis. A full integration of activity such as transactions, daily activity, client reporting, account updates, account processing are available. Majority of systems are real time for all end users as well as clients who choose to do so. Better feed back and notification on updates would be helpful.
Dom Pullano | TrustRadius Reviewer
Dom Pullano
PRESIDENT
Read full review
This is one of two providers to go with if you are considering an investor relations website. We evaluated both of them and landed on Q4 Desktop due to their reputation of solid customer service. The additional CRM software is a nice to have as there are many other solutions you may have access to before you make that product your main go to.
Verified User
Anonymous
Read full review
Pros
  • Interfaces with client view on mobile devices
  • Strong library of compliance approved marketing materials
  • Several methods of sorting, reporting, and documenting are available to the user.
Dom Pullano | TrustRadius Reviewer
Dom Pullano
PRESIDENT
Read full review
  • easy to use
  • comprehensive database access
  • good looking ux/ui
Verified User
Anonymous
Read full review
Cons
  • Better customization of labelling would be helpful on reports
  • Alert notification of chosen activities could be implemented
  • A favorites of certain functions would be helpful to streamline navigation
Dom Pullano | TrustRadius Reviewer
Dom Pullano
PRESIDENT
Read full review
  • speed of platform
  • lacking mobile app
  • pricing structure is fragmented
Verified User
Anonymous
Read full review
Alternatives Considered
Artisan was evaluated but seen as a more costly system with too much customization needed. Broadridge Client Information Management is ready to use and the build out is less of a necessity. Artisan is available to those who would like more of a work in progress. We did also review XTIVA but it was cumbersome when bringing in outside, direct data.
Dom Pullano | TrustRadius Reviewer
Dom Pullano
PRESIDENT
Read full review
Q4 Desktop had the highest market share and good customer references.
Verified User
Anonymous
Read full review
Return on Investment
  • Positive in that many marketing services are available that I had once paid to receive.
  • Positive in the data collection service for performance reporting as a time saver
  • Positive in retrieval of statements, tax reports on an annual and archive basis.
Dom Pullano | TrustRadius Reviewer
Dom Pullano
PRESIDENT
Read full review
  • reduced engineering time for website maintenance (2 hours per release)
  • reduced collaboration time with marketing team
  • automatic press release postings
Verified User
Anonymous
Read full review
ScreenShots