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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.

Media

Media

Integrations Supported

Acumatica Cloud ERP
Epicor CMS
Key2Act
MIP Cloud
Microsoft 365
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Finance
Microsoft Dynamics GP
Microsoft Entra ID
Microsoft Power Automate
Microsoft Power BI
Microsoft SharePoint
Microsoft Teams
NetSuite
Oracle Cloud Infrastructure
QuickBooks Online
SQL Server
Teamstack

Integrations Supported

Acumatica Cloud ERP
Epicor CMS
Key2Act
MIP Cloud
Microsoft 365
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Finance
Microsoft Dynamics GP
Microsoft Entra ID
Microsoft Power Automate
Microsoft Power BI
Microsoft SharePoint
Microsoft Teams
NetSuite
Oracle Cloud Infrastructure
QuickBooks Online
SQL Server
Teamstack

API Availability

Has API

API Availability

Has API

Pricing Information

$500 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

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

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