“As a sole practitioner, I spend a large portion of my day managing client accounts, meeting new prospective clients, and everything else, so I don’t have time to focus on marketing. Broadridge gives me all the resources to send out newsletters, market updates, and content for social media to enhance my marketing presence. Plus, their websites look terrific! They made it very easy for me to get up and running fast, and make it so convenient to get everything through compliance. It is well worth the price! ”– Kalvin Sid, Sid Financial, San Mateo, CA
“Broadridge Advisor Solutions has been a great partner for my practice over the last few years. I went independent more than a year ago, and I made sure to take Broadridge with me. I have enjoyed that it has been a one-stop-shop for me and my clients to receive constant, personalized information. The money spent and time saved have been well worth it. ”– Blake Dorsett, Innovative Financial Group, Memphis, TN
“We have been so impressed with Broadridge Financial Solutions for our client communications over the last 10 years. They have bent over backwards to help us with special requestsand to make our experience exceptional. The software integrates seamlessly with our CRM and the articles bring in client interactions and discussions of where our firm can provide added assistance for our clients. I have researched other options for our client communications and Broadridge offers all that the other firms offer, only with wonderful customer service!”– Kim S.