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Reg BI – Form CRS Powered by Broadridge

By Broadridge Financial Solutions, Inc.

Form CRS Disclosures Made Easy

No Ratings
$1,000   USD/company/year
Try It
Business Need
Customer Service

Under Regulation Best Interest (Reg BI), disclosures must be sent to clients and prospects. How can you deliver Form CRS anytime, anywhere? Now, with the Broadridge “Reg BI – Form CRS” app, advisors can deliver Form CRS with a simple click of a button.

Compatibility

Salesforce Editions
Enterprise
Unlimited
Force.com
Developer

App Details

Version
Content Distribution & Tracking/1.0 1.0.0
Listed On
04/28/2021
Latest Release
03/04/2022
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Person Accounts
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 3
Custom Tabs: 2
Custom Apps: 1
Lightning Components
Global: 3
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.0.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
01/11/2021

Additional Details

Reg BI – Form CRS Powered by Broadridge simplifies Reg BI disclosures, easily and compliantly. Transparent integration with Salesforce empowers advisors to trigger disclosures from within familiar workflows. Working with your firm, Broadridge aggregates a library of pre-approved Form CRS versions and seamlessly integrates this with Salesforce. From the advisor perspective, you simply click a button to deliver the right Form CRS anytime, anywhere, on any laptop or mobile device. You can verify and track Form CRS delivery within Salesforce. The Reg BI – Form CRS app is a streamlined version of the Broadridge Smart Distribution Hub – a robust tool that simplifies regulatory, marketing and essential communications delivery to clients and prospects. Smart Distribution Hub is a proven solution by the industry leader in regulatory communications. Simplify Reg BI compliance. Download the app today.

Need help?

Broadridge Financial Solutions, Inc.

Lake Success, NY, USA

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