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Mobile App

Increase client outreach anytime, on any device

Client Login Sign up for a free trial

The My Wealth Advisor mobile app allows you to distribute content to clients' smartphones or tablets as well as communicate with them directly, reducing the risk of email overload and providing clients with a convenient way to communicate with their advisor.

Create seamless client communication

Videos, newsletters, blog posts and personalized communication — the My Wealth Advisor mobile app instantly improves the client experience.

Sends Personalized Info

Distributes Timely Content

Clients Can Favorite Items

Clients Can Request Meetings

App Content and Usage Analytics

iOS and Android Compatible

Go mobile in minutes

My Wealth Advisor setup is fast: Simply upload your client list and they will receive an email invite to join. You select the content and the app notifies clients when information goes live.

Enhance My Wealth Advisor with Optional Integrated Content Solutions

Advisor Resource Center

Keep clients up-to-date

Our sales, education, and client communication tool helps you deliver current, concise, and compliant resources to your clients via My Wealth Advisor
Provides content for distribution via print, email, or our app, while the Advisor Education and Alerting Service offers the most recent information on wealth management topics

Newsletters

Become an information resource

Our monthly financial planning newsletter service offers clients a wealth of FINRA-reviewed personal finance and investment information right in their My Wealth Advisor app
Weekly, monthly, quarterly and annual market summaries for distribution

Advisor Websites

Build your online brand—and your business

Create a professional, high-quality website in minutes with our web product, helping establish your brand online and attract new prospective clients

eCard and Email Marketing

Personalized messages that create connection

The eCard and Email Marketing solution delivers automatic greeting cards to your clients for birthdays, holidays, client anniversaries and more, with the flexibility to create custom messages

See Product Specifications

Resource

Recent Insights from the Wealth Industry

Broadridge brings you the latest market trends, insights and analysis that impact the wealth industry.

Wealth Management

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Advisor Content Communication Platform

Advisor Resource Centre

Advisor Websites

Annual Compliance

Bank Debt and Loan Trading

Beneficial Proxy Services

Billing and Expense Management

Capital Markets Disclosures

Collateral Management

Compliance and Regulatory Accounting Managed Services

Connectivity

Consumer Preference and Profile Management

Credit and Market Risk

Customer Communications

Data Management and Archival

Data Management, Analytics and Reporting

Derivatives Trade Processing

Digital Delivery

Digital Document Delivery

Digital Experience Management

Direct Marketing

Document Composition

EDGARForms

Equity Trade Processing

Expense Management and Fee Validation

Expense Management Managed Services

Financial Statement and MRFP Delivery Solution

Fixed Income Trade Processing

Foreign Exchange Trade Processing

Global Post Trade Management

Global Securities Class Action

Global SWIFT Services

Intraday Risk Monitoring

Investment Accounting

Managed Reference Data Service

Managed Services, Hosting and Integration

Mobile App

Operational Risk Management

Performance and Attribution

Performance Dashboards and Operational Reports

Portfolio and Order Management

Portfolio Securities Voting

Post Trade and Regulatory Compliance

Post Trade Processing Managed Services

Pricing and Valuation

Print Delivery

Print Solutions

Professional Services

Proxy Management

Proxy Services

Reconciliation

Reconciliation Managed Services

Reference Data Management

Revenue Management and Fee Billing

RPM R•Digital

RPM R•Funds

RPM R•Wholesale Term

Securities Finance

Virtual Shareholder Meeting

Segment

Solution

The right insights, right now

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Mobile App

Increase client outreach anytime, on any device

Create seamless client communication

Videos, newsletters, blog posts and personalized communication — the My Wealth Advisor mobile app instantly improves the client experience.

Go mobile in minutes

My Wealth Advisor setup is fast: Simply upload your client list and they will receive an email invite to join. You select the content and the app notifies clients when information goes live.

Offer convenient access-24/7

Clients can choose to favorite content for future reference. Plus, you can help them avoid email overload by sending your seminar invitations, event updates and other communications right to their devices.

Enhance My Wealth Advisor with Optional Integrated Content Solutions

Advisor Resource Center

Newsletters

Advisor Websites

eCard and Email Marketing