Desktop Productivity
The future of enhanced desktop productivity is here! Broadridge is once again leveraging its strength and position as the industry's leading provider of transaction processing and information delivery services to offer brand new, state-of-the-art broker desktop tools. Using leading-edge technology to develop object-oriented graphical user interfaces, Broadridge has developed a variety of products and services that enable your financial consultants to operate more efficiently and effectively.
By seamlessly linking your back office, including critical account data, with all of the necessary desktop functionality your brokers need to help your customers, including contact and portfolio management, market data, marketing information, and order entry screens, Broadridge has created comprehensive end-to-end information and processing environments for you and your staff to be more productive.
ProVisor®
ProVisor is a browser-based desktop support tool that is seamlessly integrated with the Broadridge's BPS platform. ProVisor provides fast and easy access to customer account information and order processing capabilities, along with contact management and mail merge applications. It also offers database query functionality for quick and easy sorting of valuable account files.
ProVisor is built on the BPS Advantage relational database to provide real-time access to critical customer data. It is specifically designed for banks, brokerages, and correspondent clearing firms supporting retail brokerage business. ProVisor helps firms maximize productivity by incorporating key application functionality such as Internet capabilities and electronic reporting.
ProVisor is a multi-functional desktop that allows for improved productivity and streamlined workflow for your sales professionals. ProVisor provides:
- Integrated order entry capabilities for equities, options, and mutual funds along with an order pad "automatically filled" with position data
- Mark positions and open tax lots to current market prices using 20 minute delayed quotes
- Integrated portfolio management tools including Cost Basis and Tax Lot reporting capabilities
- Customized sales tools for financial consultants to track prospects, facilitate correspondence to clients, create mass mailings, and monitor overall sales productivity
- A full-range of customer servicing tools including customer grouping, customer positions, and customer asset allocation, enabling registered representatives to view critical customer data across multiple accounts, in a single view.
- Intranet or Internet availability for ease of access for financial professionals anywhere, at anytime.
ProVisor Wealth
ProVisor® Wealth is Broadridge's integrated wealth management solution that delivers data and workflow continuity to advisors, support staff, and clients to support the fee-based business of banks, brokerage and correspondent clearing firms. It offers financial advisors all of the requisite tools to support client needs including relationship management tools, proposal generation, portfolio management including accounting and reporting, and order entry, all from a single, desktop platform.
ProVisor Wealth provides advisors with:
- A single turnkey solution to manage their relationships more effectively using ProVisor Wealth Relationship Management with features such as account opening, contact management, messaging, alerts, and calendars.
- The ability to formulate a pre-packaged portfolio or an individualized investment strategy for each client using Proposal Generation which includes comprehensive portfolio analysis, questionnaires and mapping, and asset allocation.
- Superior portfolio management capabilities with ProVisor Wealth Portfolio Management which seamlessly combines modeling, analytics, and execution to maximize client return while minimizing risk.
- Flexible order management capabilities using ProVisor Wealth Order Management which easily integrates with existing OMS software or can be used as a stand-alone full STP solution in combination with Broadridge's Advanced Order Management (AOM) routing network.
- Enhanced accounting functionality to manage cash flow through ProVisor Wealth Portfolio Accounting. Portfolio Accounting calculates realized/unrealized gains or losses, expected tax liability, and holding period in real-time.
- Improved performance reporting and regulatory compliance with ProVisor Wealth Performance Reporting which enables advisors to generate reports by account group, sector, asset class, style, and currency and then benchmark this data against the indices of their choice.
With Broadridge's desktop productivity tools, you and your financial consultants have real-time access to critical customer and market information at the touch of a button. And, along with state-of-the-art systems and technology, Broadridge provides unparalleled world class customer service including comprehensive conversion plans, proven quality assurance and ongoing technical support!
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