Modernize your advisor onboarding experience
Broadridge’s Advisor Onboarding Solution helps wealth management firms seamlessly recruit, onboard, and integrate new advisors, individually, or at scale. Designed for efficiency and compliance, our platform accelerates onboarding while enhancing the advisor experience and reducing administrative burdens.
Streamlined, secure, and user-friendly
Our solution guides advisors step-by-step through the onboarding process, eliminating paperwork errors and ensuring regulatory and firm-specific requirements are met. Powerful integrations enable fast background checks and real-time progress tracking for your home office.
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Automated workflows help new advisors complete all necessary steps quickly and accurately. Intuitive dashboards and alerts keep your team informed throughout the process.
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Ensure every step is compliant, track status in real-time, and generate comprehensive reports with ease. Our solution minimizes risk and builds trust from day one.
Elevate your onboarding process to attract top advisor talent and deliver a seamless start for every new hire. Our proven technology powers growth, efficiency, and confidence across your organization.
