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Advisor Content Communication Platform

Empower advisors with efficient communication tools

Make your advisors more efficient and effective with Smart Advisor^®, 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

Leading wealth firms empower advisors with Smart Advisor^®.

400K

Documents per month sent by advisors to investors with Smart Advisor^®.

700K

During RRSP season, documents per month sent by advisors to investors with Smart Advisor^®.

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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Connectivity

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