Markets We Serve

Broker-Dealers and Insurance Companies

Broker-dealers and insurance companies want to focus on driving top-line growth, including finding new ways to improve the support they offer brokers and advisors. Our focus is to help you achieve your growth goals by offering them the technology and support they need across a variety of areas. Broadridge’s Investigo® Solution provides independent broker-dealers (IBDs) and insurance companies with flexible technology that supports the home-office and independent practices, including:

• a web-based system that integrates a broad range of functions—including data aggregation, reporting, Customer Relationship Management (CRM), compliance and online document management—saving you time and money
• automatic downloads, consolidations, updates and reconciliations of client data
• proven reconciliation process with data integrity and data quality metrics
• easy to create reports and billing statements
• proactive communication, improving client satisfaction
• a true practice level view of your clients’ assets
• an experienced, dedicated relationship management team