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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