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Reg BI – Form CRS Powered by Broadridge

Form CRS Disclosures Made Easy

Overview

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.

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  • Send Form CRS to clients and prospects

  • Deliver in the method that they want – email or physical mail

  • Track every delivery: who received what and when

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.

Categories

Business Needs
Customer Service
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

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