Join the 1500 companies using G2 Track to manage SaaS spend, usage, contracts & compliance.

Broadridge Advisor Portal


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.

Work for Broadridge Advisor Portal?

Learning about Broadridge Advisor Portal?

We can help you find the solution that fits you best.

Broadridge Advisor Portal Reviews

Ask Broadridge Advisor Portal a Question
Write a Review
Filter Reviews
Filter Reviews
Company Size
User Role
For Category
Showing 2 Broadridge Advisor Portal reviews
LinkedIn Connections
Broadridge Advisor Portal review by User in Financial Services
User in Financial Services
Validated Reviewer
Verified Current User
Review Source

"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

Sign in to G2 to see what your connections have to say about Broadridge Advisor Portal
Broadridge Advisor Portal review by Michael L.
Michael L.
Validated Reviewer
Review Source

"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!

There are not enough reviews of Broadridge Advisor Portal for G2 to provide buying insight. Below are some alternatives with more reviews:

Salesforce Financial Services Cloud Logo
Salesforce Financial Services Cloud
Salesforce Financial Services Cloud provides integrated sales, service and marketing solutions that break down silos and help create a cohesive, personalized customer experience across all departments, and through all channels of communication.
HomeBudget Logo
HomeBudget is an expense tracker designed to help you budget, track and possibly control your monthly expenses at home. HomeBudget provides an integrated set of features to help you manage your expenses and cash flow.
Riskalyze Logo
Riskalyze is transforming the industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.
MoneyGuidePro Logo
Named the top choice of financial planning software for eight straight years, according to Financial Planning Magazine's annual survey. Why? We make financial planning engaging for the client.
Joist Logo
Create estimates, send invoices, manage projects, and record payments from your iPad, iPhone, Android, and the web.
Simple Logo
With Simple, you get a stylish Simple Visa Card, no surprise fees, and powerful budgeting and savings tools built right into your account all accessible via web, iPhone, and Android.
Creditsafe Logo
The world's most used supplier of business credit reports
Firm58 Logo
Firm58 offers a scalable and integrated platform for capital markets firms that protects revenue by optimizing post-trade processes.
Smart RIA Logo
Smart RIA
Smart RIA software with our proprietary Advisor Alert technology combines back office efficiencies with Federal and State compliance to offer an all-in-one RIA management platform that helps you to remain audit ready and manage your business while saving time and money.
Finance Logix Logo
Finance Logix
Finance Logix provides financial planning software solutions to Broker-Dealers, Registered Investment Advisor (RIA), and other financial service providers.
Show more
Kate from G2

Learning about Broadridge Advisor Portal?

I can help.
* We monitor all Broadridge Advisor Portal reviews to prevent fraudulent reviews and keep review quality high. We do not post reviews by company employees or direct competitors. Validated reviews require the user to submit a screenshot of the product containing their user ID, in order to verify a user is an actual user of the product.