G2

kayla b.

Small-Business (50 or fewer emp.)

10/26/2020

"Broadridge"

4/5

Describe the project or task Broadridge helped with:

Broadridge is a great resource for up to date marketing information and materials. We currently like to use the quarterly market review and update which comes in a PDF format and also a video format. Review collected by and hosted on G2.com.

What do you like best about Broadridge?

I really like the format in which Broadridge displays the quarterly market update information. You have the ability to insert your firm or advisor branding and information which can be downloaded on to the materials nicely each quarter. Review collected by and hosted on G2.com.

What do you dislike about Broadridge?

Every now and then while I am waiting for the quarterly market update summary video to be available online, it can be a bit of an inconvenience to have to check back in and wait if it's not there. I have tried to set up the notifications so it can alert me once it is posted and available but it never does so I always have to check in and look for it. Review collected by and hosted on G2.com.

What problems is Broadridge solving and how is that benefiting you?

We are publishing the quarterly market summary video and sharing it on our website and through email to clients. We are also utilizing the quarterly market reports within our client portal as well. Review collected by and hosted on G2.com.