NEW YORK, April 24, 2024 – Broadridge Financial Solutions Inc. (NYSE: BR) has launched two solutions on the Salesforce AppExchange, a leading enterprise marketplace for partner apps and experts. Broadridge’s Securities Based Lending and AdvisorStream Digital Marketing solutions, which empower customers to scale their businesses, accelerate digital transformation, reduce cost, mitigate risk and increase advisor productivity, are now integrated directly with Salesforce.

Securities Based Lending for Advisors

Securities Based Lending for Advisors is currently available on the AppExchange at: https://appexchange.salesforce.com/appxListingDetail?listingId=25ad4201-a791-4f58-b966-a17f3ab77391

Broadridge’s securities-based lending (SBL) application enables advisors to offer SBL, understand book trends, target high propensity prospects, and originate and monitor for SBL loans.

AdvisorStream Digital Marketing Automation for Advisors

AdvisorStream | Digital Marketing Automation for Financial Advisors is also available on the AppExchange at: https://appexchange.salesforce.com/appxListingDetail?listingId=41a83693-9ac8-4973-8cd7-d2a691fad736.

Broadridge’s AdvisorStream content marketing platform automates advisors digital marketing and communications, enables advisors to see client engagement with AdvisorStream content, and allows advisors to share personalized communications with clients through their preferred channels.     

“We are bringing a new synergy to wealth management firms, where our solutions will offer a seamless integration between two key platforms and ultimately result in enhanced advisor productivity,” said Mike Alexander, President of Wealth Management at Broadridge. “At a time when the wealth management industry is focused on accelerating their digital transformation efforts, we are proud to expand our work with Salesforce to drive that growth.”

“Securities Based Lending for Advisors and AdvisorStream Digital Marketing Automation for Financial Advisors are welcome additions to AppExchange, as they accelerate business transformation for customers by providing innovative digital solutions and increased advisor productivity,” said Alice Steinglass, Executive Vice President and General Manager, Platform, Salesforce. “AppExchange is constantly evolving to connect customers with the right apps and experts for their business needs.”