With clients’ information typically spread across multiple platforms and information sources, often you have to collect and enter data manually if you are able to get it at all. Broadridge Advisor Solutions consolidates data from multiple clearing firms, custodians, insurance carriers, internal data silos, and other sources into a central repository.
We provide you a single view of all your client’s assets so you can make more informed decisions about moves in the market and your clients’ financial futures.
Use Broadridge Aggregation and Reporting to consolidate client data across sources into one user-friendly online hub. This single, reliable data source instantly provides a complete view of clients’ holdings. Plus, built-in performance reporting and practice management tools scrub and reconcile data, providing a 99.9% data accuracy rate.
With a complete view of your clients’ holdings across asset classes, you can use the information to create high-quality performance reports, asset allocation models, and charts for holdings and transactions.
Broadridge offers Marketing Automation that delivers smarter marketing operations and is specifically designed to allow organizations to support the complexities associated with decentralized sales and marketing.
Our CE service offers advisors easy online access to earn the credits necessary to satisfy their CE requirements for many popular accreditations.
Broadridge FundPOINT Desktop is a web-based mutual fund prospectus library with instant access to daily updated, required disclosures that helps advisors streamline the mutual fund sales process and stay in compliance.
Our industry leading back-office solutions provide broker-dealers and wealth management firms with advisor compensation management, advisor commission portal, account opening and books & records. We also support financial advisors with the transition to the DOL fiduciary standards.
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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.