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Advisor Onboarding

By Broadridge Financial Solutions, Inc.

Accelerate Advisor Onboarding

No Ratings
Starting at $60   USD/user/month
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Business Need
Productivity

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

  • Advisor Onboarding Demo

Highlights

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.

Provider Details

Broadridge Financial Solutions, Inc.
Lake Success, NY, USA
Founded
2007
Website
Phone
+1 800 353 0103

Broadridge Financial Solutions (NYSE: BR), a global Fintech leader with more than $5 billion in revenues, provides the critical infrastructure that powers investing, corporate governance and communications to enable better financial lives. We deliver technology-driven solutions that drive business transformation for banks, broker-dealers, asset and wealth managers and public companies. Broadridge’s infrastructure serves as a global communications hub enabling corporate governance by linking thousands of public companies and mutual funds to tens of millions of individual and institutional investors around the world. Our technology and operations platforms underpin the daily trading of more than U.S. $9 trillion of equities, fixed income and other securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 14,000 associates in 21 countries.

Pricing Details

Default Plan

$60 USD/user/month

Lowest Starting Price

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