Forefield Websites is an innovative solution for financial advisors to create a professional, high-quality customizable website in just a few minutes.
Broadridge’s solution provides access to over 3,000 resources made up of 2,300 plus articles, 200 illustrations and tables, 200 interactive calculators, and over 400 presentations.
Using Forefield Composer e-mail marketing solution advisors can create, host, and distribute their own content.
With Broadridge’s Forefield Newsletters, advisors and institutions can create customized, and fully branded newsletters, including both PDF and native HTML e-mail versions.
With Forefield, advisors can deliver seminars that contain customizable presentations, including PPT slides, script, client workbook & short video.
FundPOINT Desktop helps mutual fund advisors to instantly retrieve latest EDGAR-sourced disclosure information with just a few mouse clicks.
Short video provides overview of FundPoint and how it can avert many data quality problems through rigorous sorting and quality control measures.
FundPOINT®, part of Forefield's product suite, helps advisors select and keep up to date with mutual funds as well as prospectus disclosure and FINRA requirements.