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What is DynamicPoint Portals?
Accessing and sharing customer, vendor, or employee information from your ERP or CRM systems becomes a breeze with a SharePoint portal. This system maintains data security by restricting visibility to only those users who are authenticated. Leveraging the Office 365 platform, which underpins all DynamicPoint portals, organizations can seamlessly incorporate workflows with data collection forms, thereby optimizing their operations. With self-service options available 24/7, a noticeable enhancement in customer satisfaction is inevitable. Furthermore, partners have the ability to engage directly with your team, facilitating real-time responses to inquiries without relying on phone calls or emails. Acting as a gateway, our portal provides access to business data stored within your ERP and CRM systems, removing the need for data duplication or synchronization. The information is delivered in real-time, ensuring that it remains accurate and timely. Built on the robust Microsoft Office 365 framework, users can also leverage the suite's capabilities, including Microsoft Power Automate for improved workflow management. This seamless integration not only boosts productivity but also nurtures a collaborative atmosphere that can swiftly adapt to changing business requirements. Ultimately, the portal enhances operational efficiency, enabling teams to focus on strategic initiatives rather than administrative tasks.
What is Broadridge Client Portal?
Boost your daily efficiency through detailed reporting and advanced search capabilities. The Client Portal serves as a convenient hub that consolidates all necessary information, enabling you to refine workflows and automate numerous tasks. Utilizing the Client Portal allows you to dramatically enhance productivity by providing access to critical shareholder data and other significant insights. This platform makes it simple to obtain on-demand reports and monitor voting outcomes in real-time, which ultimately eases your workload. The Client Portal is designed to empower you in managing your duties in a way that aligns with your preferences. This comprehensive solution offers not only essential data and historical records but also sophisticated search and filtering features alongside client notifications, ensuring you remain organized and well-informed. Furthermore, with its extensive range of functionalities, the Client Portal aims to streamline your work processes seamlessly, making it an invaluable asset for your daily operations.
Integrations Supported
Acumatica Cloud ERP
Epicor CMS
Exact
Key2Act
MIP Cloud
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Finance
Microsoft Dynamics GP
Microsoft Entra ID
Integrations Supported
Acumatica Cloud ERP
Epicor CMS
Exact
Key2Act
MIP Cloud
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Finance
Microsoft Dynamics GP
Microsoft Entra ID
API Availability
Has API
API Availability
Has API
Pricing Information
$500 per month
Free Version
Free Trial Offered?
Pricing Information
Pricing not provided
Free Version
Free Trial Offered?
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
DynamicPoint
Company Location
United States
Company Website
www.dynamicpoint.com/customer-and-vendor-portal/
Company Facts
Organization Name
Broadridge Financial Solutions
Date Founded
1987
Company Location
United States
Company Website
www.broadridge.com/financial-services/corporate-issuer/issuer/gain-insights-and-uncover-opportunities/client-portal
Categories and Features
Portal
Chat
Collaboration
Content Management
Document Management
File Sharing
Search
Categories and Features
Portal
Chat
Collaboration
Content Management
Document Management
File Sharing
Search