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Broadridge Advisor Portal

4.0
(2)

Broadridge Advisor Portal is a sales, education, and client communication tool that enables financial advisors to deliver current, concise, and FINRA-reviewed resources to their clients.

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Broadridge Advisor Portal Reviews

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Broadridge Advisor Portal review by User in Financial Services
User in Financial Services
Validated Reviewer
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Review Source
content

"Forefield review"

What do you like best?

i like the newsletter that is sent out annually and monthly. I like how i have access to approved articles for my clients

What do you dislike?

i wish the website was easier to navigate. Sometimes it takes me some time to get to where I want to be

Recommendations to others considering the product

this is a product that I use to educate my clients and stay in touch with them each month and send them information that is relevant to them

What business problems are you solving with the product? What benefits have you realized?

I am staying in touch with my clients and sending them letters. I am able to print out articles for clients that are approved and have topics that they can understand and help relate to the topics I am working with them on

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Broadridge Advisor Portal review by Michael L.
Michael L.
Validated Reviewer
Review Source
content

"Great Content, Not the Most Appealing Layout"

What do you like best?

Consistently produce excellent educational content for newsletters and standalone concept pieces. Great resource for many topics and easy to export as pdf to send to clients.

What do you dislike?

Newsletter is not a very modern layout and has not been updated in awhile.

Recommendations to others considering the product

If you are looking for a database of updated educational articles, then Broadridge will help you.

What business problems are you solving with the product? What benefits have you realized?

Broadridge helps us create a monthly newsletter to send out to clients and prospects. We have had prospects reach out and reference items in the newsletter which reignites the planning discussion.

What Other Finance & Insurance solution do you use?

Thanks for letting us know!

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