Broadridge Advisor Portal Reviews & Product Details

Broadridge Advisor Portal Overview

What is Broadridge Advisor Portal?

Broadridge Advisor Portal is a sales, education, and client communication solution that enables you to deliver current, concise, and FINRA-reviewed resources to your clients and prospects. • Retain more clients by staying in touch and establishing yourself as an expert • Get more business from your contacts by instantly sharing the appropriate content for every situation • Save time by easily delivering FINRA-reviewed content in a variety of formats Call +1 800 233 2834 to order To learn more, visit www.broadridgeadvisor.com Emerald Connect and Forefield are now Broadridge Advisor Solutions.

Broadridge Advisor Portal Details
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Product Description

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.

Seller Details
Seller
Broadridge Financial Solutions
Ownership
NYSE:BR
Company Website
Year Founded
1962
HQ Location
New York, NY
Total Revenue (USD mm)
$4,362,200
Twitter
@Broadridge
5,020 Twitter followers
LinkedIn® Page
www.linkedin.com
295 employees on LinkedIn®
MC
Overview Provided by:
Meghan Claussen
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Broadridge Advisor Portal Reviews

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ML
Dynamic Research Tool
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
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. Review collected by and hosted on G2.com.

What do you dislike?

Newsletter is not a very modern layout and has not been updated in awhile. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

If you are looking for a database of updated educational articles, then Broadridge will help you. Review collected by and hosted on G2.com.

What 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. Review collected by and hosted on G2.com.

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UF
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

I like the ease of use Broadridge Advisor Center provides. It is fairly ease to go in and navigate the portal without much need for assistance or training. I like how there is always update to date information published which can be used to share with clients as well. Review collected by and hosted on G2.com.

What do you dislike?

There is currently nothing that we dislike or are unhappy with. Review collected by and hosted on G2.com.

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

Our firm is currently pulling the update to date information published in the portal (such as quarterly market updates and quarterly market reports) which can be used to share with clients in a presentable format as well. Review collected by and hosted on G2.com.

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UF
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

Information is live and accurate, I can always rely on it. Review collected by and hosted on G2.com.

What do you dislike?

It's hard to learn and to use it, but once you do, you enjoy it. Review collected by and hosted on G2.com.

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

I see live information about clients' accounts, money transfers, trade settlements, registered products information, among others. I can issue cheques and direct deposits. Review collected by and hosted on G2.com.

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UF
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

What 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 Review collected by and hosted on G2.com.

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