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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.
Transform complex commission calculations to meet your business needs:
A configurable platform that supports compliance and improves communications:
A comprehensive toolkit that supports diverse data from its inception to its archiving:
Intuitive and exceptional experience for opening and maintaining client accounts:
Intuitive web-based portal for advisors to manage their practices:
Turnkey solution for standardized implementation and accelerated speed to market:
“Hand-in-hand” implementation that merges the highest quality deliverables with timeliness: