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 broadridge.com/advisor
Emerald Connect and Forefield are now Broadridge Advisor Solutions.
Broadridge Advisor Portal
Michael L.
Advanced user of Broadridge Advisor Portal
★★★★★
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 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 source: G2.com
