Amid this period of unprecedented change, with the potential for further market volatility, Broadridge stands ready to help you navigate what’s next. Our highest priorities are keeping our associates safe and ensuring our ability to serve our clients. View resources.

Smart Distribution Hub

Streamline Reg BI disclosures, end to end

Automate Reg BI disclosure assembly, distribution, tracking and reporting. From frontline triggers to back-end distribution, the Broadridge Smart Distribution Hub makes it easy to step up to the new Form CRS and Standard of Care obligations.

Comply with confidence

Utilize the Broadridge Smart Distribution Hub via API, web portal, back-end interface or nightly batch process. Integration with leading CRM platforms empowers advisors to trigger disclosures from within familiar workflows. Distribute disclosures via mobile, web or print and mail. This scalable, rules-driven solution supports versioning, householding and suppression logic; enhancing cost efficiency and control. You’ll benefit from proven performance and economies of scale available only through Broadridge – and discover a solution you can use for Reg BI and beyond.

Familiar CRM Workflows

Templated Personalization

Comprehensive Tracking

Omnichannel Delivery

Ease of Auditability

Optimized Customer Experience

Step up to Reg BI requirements

The Broadridge Smart Distribution Hub is the one solution firms need to create, distribute, document, archive, audit and report on regulatory disclosures.

Video