Emerald Connect is established, providing financial professionals a partner to help achieve success in prospecting for new business, retaining existing clients, branding their practice, and increasing their profitability. Emerald was acquired by Broadridge Financial Solutions in February 2014.

Forefield is established, creating a web-based platform where financial professionals can easily, seamlessly deliver FINRA-reviewed materials to their clients, including articles, client presentations, newsletters, videos, seminars, and interactive calculators. Forefield was acquired by Broadridge in December 2010.

Investigo is established, offering a comprehensive enterprise platform that provides financial professionals the tools they need to understand their clients and their firm’s business, including data aggregation supported by performance reports, tracking and audit activity, CRM, regulatory compliance and online document management. Investigo was acquired by Broadridge in July 2008.

Direxxis is established, bringing home offices an enterprise cloud-based marketing solutions to deliver to their financial professionals field a better customer experience through targeted marketing communications and continuous learning across all channels, including digital media, email, text messages, and traditional direct channels. Direxxis was acquired by Broadridge in March 2015.

AdvisorStream is established, helping wealth firms and financial advisors effortlessly drive growth with omni-channel marketing. By partnering with the world's top publishers, AdvisorStream empowers Advisors to create meaningful connections with investors. Broadridge acquire AdvisorStream in June 2021.

Broadridge Advisors Solutions is established, bringing Emerald, Forefield, Investigo, and Direxxis product solutions together to provide holistic marketing, communication, and data offerings to wealth management firms and financial professionals.