Broadridge vs Moxo
BroadridgeWealth Management Platforms
MoxoClient Portal Software
From $99 / moPublished price
Broadridge Wealth Management Platforms Global Leader - Financial Technology Solutions | Moxo Client Portal Software Orchestrate processes with humans & AI agents | |
|---|---|---|
| Overview | ||
| Category | Wealth Management Platforms | Client Portal Software |
| What it is | Global fintech platform providing investor communications, trading, and asset servicing technology to financial institutions. | Client engagement platform for wealth, financial services, and legal providing secure digital workspaces. |
| Pricing | ||
| Published price | No public price. Broadridge sells enterprise fintech/SaaS and outsourced processing (investor communications, wealth/asset-management platforms, capital-markets and post-trade sys… | From $99 / mo Vendor-published tiers: Free $0; Business $99/mo ($960/yr); Pro $499/mo ($4,800/yr); Enterprise custom. Higher tiers add storage per user and advanced workflow/branding features;… |
| Pricing model | Not available | Tiered plans |
| Free options | No free plan · No free trial | Free plan · Free trial |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 2007 | 2012 |
| Team size | 10000+ employees | 51-200 employees |
| Headquarters | Lake Success, NY | Cupertino, CA |