See what our clients have to say.
"Broadridge has been a great partner to work with. They have allowed me to concentrate on servicing my clients rather than taking away from that vital part of my business. It's difficult enough being an advisor in this industry, so it's nice to have a partner to count on to share in the responsibility of running a successful practice. Business owners across the country understand it takes a village to run a successful one; Broadridge services as the village support network."
"Broadridge's 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!"
"I was nervous about setting up my website, as I am not a savvy computer person. It was surprising how the onboarding process made it painless. The Broadridge support is good; my representative called me once a week as I was going through the process. The professionalism and ideas that were given to me was of great help.
I have had many compliments on my website and how good it looks on a mobile device. I have recommended Broadridge to other advisors and will continue to do so."
"Switching to Broadridge for my firm's website was seamless and the integration was immediate. Thank you for making the transition smooth, and for the great content."
"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."
"Our relationship with Broadridge has been invaluable. It's refreshing to have a partnership with a company that not only offers the most innovative marketing solutions, but truly values our advisors and their practice."
"The enhancements Broadridge has made to their marketing solutions are the perfect ingredients for an effective tool advisors need. They have hit the mark by taking the best from Emerald and Forefield to create some powerful, new offerings."
"First off the website onboarding experience was simply the best; they helped me set up my site and helped me add my own videos to the site. You don’t have to be a programmer to get your site up and running. If you have a compliance department that needs to approve your content prior to going live, Broadridge is set up for that. Any changes or updates you make are sent to your compliance department for approval before it goes live."
"Since purchasing a Broadridge website, I have had a large amount of success pertaining to new clients and prospects. They have described my website as very professional and high-end, using it as a resource to help guide their financial needs. Without my website, I would not have been able to generate the quantity of business that I have today."
"Through financial insights and automatic birthday and anniversary wishes, Broadridge has provided me an easy, efficient way to communication with clients and prospects on a consistent basis."
"I would highly recommend Broadridge to fellow advisors and have referred professionals in other practice areas their way.
The website acts as a conduit for potential investors with a multitude of tools for quick analysis. The retirement calculator is especially useful to estimate how long a client's funds will last. We have received direct correspondence from the contact form regarding the calculators under the tools section. Plus, the HTML editor is user-friendly and one can toggle between the editor and live site to make changes.
I have utilized Sponsored Name Placement and found it a more affordable approach than going directly to the search engines. Broadridge is able to produce an ad with priority, moving it to the top of search engines pages.
Thank you for all the help."
"As an owner of two companies, I understand the work and effort that goes into building out efficient processes without losing that personal client experience. As a customer myself to many different industries, I feel that most often we find a tradeoff between larger organizations and personal customer experience; as if to have growth, you must sacrifice service. Very few companies have the ability to sustain growth while delivering personal customer value. I say that to say this, my experience with Broadridge and my onboarding specialist, has been nothing short of excellence. I have enjoyed this seamless process and would truly recommend their service to any advisor that doesn’t work within my target market."
"We recently transitioned our website to the new Broadridge platform, which was very easy. Broadridge provided a team of people who assisted and advised us of the new features. They moved our old data to the new platform and spent time assisting us with a new look that fit our firm. We are in control of our site and can change the look and data at any time.
Our firm also subscribes to the Advisor Portal, which provides us professional Presentations, eCards, Newsletters, Seminars, and Continuing Education. We utilize these services to provide information to our clients and to keep that consistent "client touch."
We are very satisfied with Broadridge and the services it provides us and our clients."