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What is SmartVault?

SmartVault simplifies the process of converting your physical documents into a fully digital workflow, allowing you to scan files directly into designated folders to minimize paper clutter. With SmartVault, you gain a centralized cloud storage platform for both internal and client-related documents, ensuring that you can effortlessly locate the files you require at any moment and share them securely with the appropriate individuals. This transition not only enhances organization but also boosts productivity by streamlining access to critical information.

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

ATX
Acctivate Inventory Software
CCH Axcess Tax
Docusign
Drake Tax
Emburse Nexonia
Emburse SpringAhead
Emburse Tallie
Lacerte
Ledgersync
Method:CRM
QuickBooks Online
Rightworks
SKYLINE
Salesforce
TaxCalc
TaxWise
Teamstack
UltraTax CS
Xero

Integrations Supported

ATX
Acctivate Inventory Software
CCH Axcess Tax
Docusign
Drake Tax
Emburse Nexonia
Emburse SpringAhead
Emburse Tallie
Lacerte
Ledgersync
Method:CRM
QuickBooks Online
Rightworks
SKYLINE
Salesforce
TaxCalc
TaxWise
Teamstack
UltraTax CS
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

$20.00/month/user
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

SmartVault

Date Founded

2008

Company Location

United States

Company Website

smartvault.com/

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

Content Collaboration

Client Portal
Cloud Storage
Digital Asset Management
Document Creation / Editing
Document Management
Electronic Signature
Feedback Management
File Sharing
Messaging / Discussion
Real-Time / Interactive Editing
Roles / Permissions
Search
Version Control
Video / Image Editing
Workflow / Approval Process

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

File Sharing

Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management

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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