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Advisor Onboarding

Accelerate Advisor Onboarding

Overview

Broadridge Advisor Onboarding helps wealth management firms accelerate time to first sale and improve advisor satisfaction by automating the financial advisor transition process.

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See How Advisor Onboarding Works

  • Provides specific functionality such as sending invitations to prospective advisors, tracking candidates process, and reviewing onboarding progress dashboards.

  • Reduces the friction associated with onboarding new advisors and registering advisors with FINRA (Financial Industry Regulatory Authority).

  • Solves for either recruiting or M&A driven onboarding.

Broadridge helps wealth management firms accelerate time to first sale and improve advisor satisfaction by automating the financial advisor transition process. Broadridge Advisor Onboarding reduces the friction associated with onboarding new advisors and registering advisors with FINRA (Financial Industry Regulatory Authority) and other relevant regulatory agencies. Broadridge Advisor Onboarding provides specific functionality such as sending invitations to prospective advisors, tracking candidates process, and reviewing onboarding progress dashboards. Broadridge Advisor Onboarding can be leveraged for either recruiting or M&A driven onboarding.

Categories

Business Needs
Productivity
Features
No Limits
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Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

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