In a Celent Solution Brief published February 25th, 2025, Ashley Longabaugh writes, “As the wealth management industry continues to evolve, the path forward for the advisor onboarding process is increasingly focused on leveraging innovative technology to enhance efficiency and improve the overall experience for new advisors. The Broadridge Advisor Onboarding Solution stands at the forefront of this transformation, offering a streamlined, user-friendly platform that integrates seamlessly with existing systems while addressing the complexities of compliance and documentation.”

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