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Advisor Content Communication Platform

Empower advisors with efficient communication tools

Make your advisors more efficient and effective with SmartAdvisor™, Broadridge's advisor communication platform. It's an innovative digital desktop solution that lets advisors access and deliver relevant documents to investors for compliance and regulatory communications and marketing campaigns.

Expand investor engagement with targeted communications

Send marketing or compliance documents based on client delivery preferences and use advanced compliance and activity reporting tools to track communications down to the individual investor.

Addresses POS Stage 3 Rules
Allows CRM2 Presale Disclosure
Document Delivery Tracking
Easy-To-Use Interface
Enables Targeted Campaigns
In-Depth Reporting Functions
How We Can Help

Build and sustain strong client relationships

30
Leading wealth firms empower advisors with SmartAdvisor.
400K
Documents per month sent by advisors to investors with SmartAdvisor.
700K
During RRSP season, documents per month sent by advisors to investors with SmartAdvisor.
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