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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

Compatibility

Salesforce Editions
Enterprise

App Details

Version
Broadridge Advisor Onboarding/1.1 1.1.0
Listed On
09/20/2021
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.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
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: 6
Custom Tabs: 5
Custom Apps: 1
Lightning Components
Global: 4
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.
1.1.0
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.
07/20/2021

Additional Details

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.

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Broadridge Financial Solutions, Inc.

Lake Success, NY, USA

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