Optimize Advisor Experience

As wealth creation accelerates, demand for advice is on the rise. Every advisor and client has their own requirements. Active traders, self-directed validators and full-service investors—they all expect experiences tailored to their personal preferences for engagement and advice.


Advisor Workstation

Broadridge provides advisors with real-time access and on-demand tools to deliver holistic advice and personalized service through our integrated wealth workstation. 

  • Real-time market, portfolio and account information
  • Trading tools for funds, equities, options
  • 360-degree client view, intuitive access to relationship-centric information
  • Single-click navigation from client-related to portfolio and account-related data
  • Document sharing with advisors and clients
  • Multi-language and multi-currency support on a single global platform
  • Comprehensive client search and reporting, account inquiry, and book-of-business analysis

Broadridge Wealth supports discretionary, advisory and brokerage services from a single platform and across multiple back offices, improving the advisors’ workflow and the quality of their client service.

Plus, our investor portal provides access to investment tools and real-time information to help clients manage and build wealth online—whether they are self-directed or working with an advisor.


Mobile experience

With our secure, multichannel application, advisors and investors can view and manage their portfolios and account information directly from their smartphone or tablet. Customized to your firm’s distinct brand, you can easily to deliver a unified, multichannel experience for advisors and clients.


Rapid market entry

Go to market quickly and cost-effectively on a platform customized to your business model whether self-directed, high-net-worth, international or advisory or active trader.

  • Firm-controlled distribution and branding through both web and app delivery
  • World-class hosting and professional services backed by the strength of Broadridge
  • Single platform model unifying multiple consumer channels and lines of business
  • Flexible UI design that can be tailored to meet clients’ unique brand and experience needs
  • Scalable back-end architecture to support sustained performance and growth

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