Toronto, Ontario, June 28, 2012 – Broadridge Financial Solutions, Inc. (NYSE:BR) today introduced Smart Advisor, a next generation online communication delivery solution designed to empower financial advisors to increase the effectiveness and efficiency of the creation, distribution and tracking of regulatory and non-regulatory communications.
Broadridge, a leading provider of financial services technology solutions, has partnered with BlueRush Digital Media, an award-winning digital technology firm, to bring this inspired solution to the financial services community. Smart Advisor addresses the complex communication challenges that personalization, timely distribution, storage and compliance pose for advisors. The solution simplifies and automates how advisors publish and track communications and manage individual investor delivery preferences of all document or media types including PDFs, podcasts and videos. Smart Advisor enables advisors to provide relevant, appropriate information to each of their clients thereby increasing the effectiveness of each client interaction
"Financial advisors are facing increased regulatory requirements and communication demands for investors. We developed Smart Advisor through our collaboration with BlueRush in anticipation of their changing needs,” said Donna Bristow, Vice President of Client Management and Strategic Product Development, Investor Communication Solutions, Canada, Broadridge. “This technology enhanced solution enables advisors to transform the level of efficiency and effectiveness of communications to customers while helping them meet compliance requirements.”
Smart Advisor’s compliance tracking module offers built-in support to help advisors comply with the upcoming regulatory requirements for Point-of-Sale (POS) communications, and can integrate with Broadridge’s existing prospectus delivery system.
“BlueRush has a long history of creating award-winning digital media solutions for leading North American financial institutions. We are proud to apply these skills and leverage our market-leading DigitalReach™ platform to help bring this best-in-class advisor solution to market,” said Larry Lubin, President and CEO, BlueRush Digital Media.