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Improve recruitment, retention and performance with streamlined compensation and incentive management, client account opening and maintenance, and books and records. Advisor compensation from Broadridge provides dynamic sales reporting and analytics for enhanced practice management.
Help your advisors increase sales and improve productivity
Learn More About Advisor Compensation
Compensation and incentive tools
Transform complex commission calculations to meet your business needs:
Client books and records
A configurable platform that supports compliance and improves communications:
Data management and reporting
A comprehensive toolkit that supports diverse data from its inception to its archiving:
Account opening and OSJ approval
Intuitive and exceptional experience for opening and maintaining client accounts:
Advisor commission portal
Intuitive web-based portal for advisors to manage their practices:
Advisor compensation - basic
Turnkey solution for standardized implementation and accelerated speed to market:
“Hand-in-hand” implementation that merges the highest quality deliverables with timeliness:
Wealth Management Solutions to Grow Your Business
There is unprecedented opportunity for those who can provide investors anytime, anywhere, access, purposeful content, personalized interactions and self-service goal-based products.
How can wealth management firms reimagine the client experience, help advisers boost performance and optimize operations?
It starts with a complete office ecosystem.
One that is data enabled, technology driven and combines artificial intelligence with a human touch.
One that not only needs investors financial goals, but also builds trust.
What if you could grow your wealth business faster by engaging the right clients, connecting with them through enriched, relevant content and extraordinary service, or drive productivity through improved business processes and workflows, empowering advisers to manage their practices more efficiently?
Wealth management firms rely on our technology and expertise to increase revenue, provide a courier service and transform that client experience.
Everything we do is for one purpose. To help you succeed.
Ready for next.