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What is PeerBoard?

PeerBoard is an intuitive community platform designed with a strong and adaptable framework. It features a well-organized newsfeed, options for visual customization, in-depth user profiles, and layered commenting systems. Users can take advantage of an open-source SDK for personalized adaptations or opt for WordPress integration for a swift and straightforward installation. This platform is perfect for various communities, whether they are private or public, as well as for small to medium enterprises and individual users, enabling the development of a lively community within a secure and welcoming setting. We take care of all the necessary elements to promote knowledge sharing, enhance user engagement, and cultivate stronger connections within your online audience. Unlike conventional forums, PeerBoard utilizes smart newsfeeds, real-time commenting, and detailed user profiles to provide a unique experience. You have the ability to completely modify the look and feel of your community by changing themes, organizing content, and defining member groups, ensuring that it aligns perfectly with your specific requirements. Moreover, PeerBoard places a strong emphasis on user satisfaction, consistently refining its features to improve community interaction and offer robust support. This commitment to enhancement ensures that users always have access to the latest tools and functionalities to enrich their community experience.

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.

Media

Media

Integrations Supported

Facebook
Heartbeat
KonnectzIT
LearnDash
Memberful
Morningstar
Nekton.ai
Profi
Reddit
Shopify
SmartOffice
Stackreaction
Thinkific
WordPress
Zapier

Integrations Supported

Facebook
Heartbeat
KonnectzIT
LearnDash
Memberful
Morningstar
Nekton.ai
Profi
Reddit
Shopify
SmartOffice
Stackreaction
Thinkific
WordPress
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$29 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

Circles Collective

Date Founded

2019

Company Location

United States

Company Website

www.peerboard.com

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

Categories and Features

Community

Content Management
Content Moderation
Discussions / Forums
Event Management
Group Management
Ideation / Crowdsourcing
Member Directory
Membership Management
Social Media Management
Website Management
White Label

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

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