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Press Release

American Portfolios Implements Broadridge’s Forefield Suite of Education and Communication Tools for Advisors and Shareholders

LAKE SUCCESS and HOLBROOK, N.Y., June 17, 2013 – Forefield, a Broadridge Financial Solutions Inc. (NYSE: BR) company, and American Portfolios Financial Services, Inc. (APFS) announced that American Portfolios has implemented Forefield’s Web-based advisor education and client communication solutions. The suite of tools will become the cornerstone of American Portfolios’ end-to-end practice management solutions, supporting its growth strategy and recognition as a national leader in financial services.

“Forefield’s technology suite enhances the value proposition our advisors bring to their clients with leading financial education.  And, the seamless integration of its compliance oversight functionality into American Portfolios’ Web-based infrastructure tightly aligns with the efficient workflow processes we’ve put in place in the field and internally,” said American Portfolios Chief Executive Officer Lon T. Dolber. “Employing the Forefield suite furthers our commitment to providing our advisors with leading edge tools and technologies to maintain and grow their businesses.”

“Forefield’s products and capabilities, supported by Broadridge’s industry expertise and reputation, will be an invaluable asset to American Portfolios and their financial advisors as they undergo significant growth,” said Andy Besheer, President, Customer Communications, Investor Communication Solutions, Broadridge.  “As first time partners, we are working closely with American Portfolios to integrate Forefield’s solution into the core of their renewed practice management set.”

American Portfolios employs several of Forefield’s Web-based applications:

  • Forefield Advisor: A sales, education and client communication tool enabling financial advisors to deliver current, concise and accurate resources to their clients
  • Continuing Education (CE): An online continuing education service where advisors earn credits necessary to satisfy CE requirements for many popular accreditations, including CFP®, ChFC®, CLF®, CLU®, RHU® and REBC®
  • Composer: An e-mail solution allowing financial advisors to create, host and distribute their own content using Forefield’s e-mail and Web platform

American Portfolios began using the suite of Forefield services in May, 2013.

About American Portfolios Financial Services, Inc.

American Portfolios Financial Services, Inc. (APFS) is a full-service independent broker/dealer and member firm of FINRA and SIPC, whose primary mission is to provide the best business solutions, support and services that its financial professionals require to achieve financial freedom for their clients. The firm has created a decidedly competitive presence in the industry as one of the top 50 independent broker/dealers in the country, with more than 800 independent investment professionals located in over 387 branch locations nationwide.

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