Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
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What is Broadridge 15(c) Board Reporting?
Equip your board of directors with customized and precise reporting that supports their fiduciary duties effectively. By harnessing Broadridge data, you can unlock essential insights into competitors, facilitating the creation of more accurate peer groups and deepening your grasp of fund industry dynamics, which can strategically position your funds for potential fee increases. Gain access to extensive details regarding fund performance, portfolio compositions, and expense metrics that adhere to regulatory standards for board reporting. Tailored peer group analysis allows you to identify strategies for enhancing profit margins and achieving optimal growth. The fusion of customization with unmatched expertise culminates in exceptional board reporting. Our consulting teams utilize data from Morningstar, Lipper, and our exclusive Broadridge sources to provide broad coverage of fund expenses, performance, and portfolios, enabling the creation of unique peer groups aligned with your specific requirements. By integrating these valuable insights, we can identify industry trends, resulting in board reports characterized by professionalism and depth. Partnering with leading industry data providers, Broadridge guarantees that clients receive meticulously verified data from firms, improving the quality and reliability of your reports. This all-encompassing strategy empowers your board to make well-informed decisions that can greatly influence your organization's overall success, ensuring that they are equipped to navigate the complexities of the financial landscape effectively. Ultimately, this level of reporting not only facilitates compliance but also fosters an environment where strategic growth can thrive.
What is Acceptiva?
Acceptiva enables nonprofits to handle payments for a variety of requirements at any time, providing a seamless, secure, and cost-efficient process. In 2020, the organization joined forces with Qgiv, a leader in digital fundraising solutions, which has allowed clients to access a wider range of user-friendly fundraising tools, including peer-to-peer fundraising, text donations, and auctions, as well as effective CRM integrations that enhance efficiency. Users can easily access transaction details, whether filtering by specific forms or reviewing multiple submissions, and have the ability to adjust transactions, recharge donors, organize data on-screen, and export it in formats such as Excel, CSV, or PDF while also creating customized reports for future analysis. Report access can be tailored through permission settings, enabling personalized viewing options based on the type of report. With robust oversight of fund management reporting, users can maintain both accuracy and transparency in their financial dealings. For any questions, adjustments, or support needs, customers can connect with our dedicated support team through phone or email, and we also offer complimentary training sessions to enhance user experience. Furthermore, we provide special pricing for certain groups or members, thereby increasing the overall value of our offerings. This dedication to customer service and accessibility positions Acceptiva as a reliable partner for nonprofits striving to meet their fundraising objectives and maximize their impact in the community. By prioritizing these aspects, Acceptiva stands out in the competitive landscape of nonprofit payment processing solutions.
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
$99 per month
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Broadridge
Company Location
United States
Company Website
www.broadridge.com/financial-services/asset-management/mutual-funds-etf/simplify-regulatory-reporting/15c-board-reporting
Company Facts
Organization Name
Acceptiva
Date Founded
2004
Company Location
United States
Company Website
www.acceptiva.com
Categories and Features
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Categories and Features
Donation Management
Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management
Fundraising
Alumni Management
Auction Management
CRM
Campaign Management
Contribution Tracking
Donor Management
Event Management
Gift Matching Management
Grant Management
Membership Management
Mobile Giving
Payment Processing
Pledge Management
Prospect Management
Raffles / Lotteries
Recurring Giving
Volunteer Management
Nonprofit
Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management
Payment Processing
ACH Check Transactions
Bitcoin Compatible
Debit Card Support
Gift Card Management
Mobile Payments
Online Payments
POS Transactions
Receipt Printing
Recurring Billing
Signature Capture