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Elevate Your Agents with AgentExchange Solutions

Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

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Distribution Insights for Asset Managers

Maximize your distribution efforts

Pricing

Paid Add-On Required

You must pay for a product or service that is external to Salesforce for this solution to work.

Requires license for data from each corresponding Broadridge Distribution Insights Platform product asset managers wish to integrate including Sales Analytics, Market Analytics, Advisor Segmentation and Scoring, Advisor Target, and Opportunity Hunter.

Contact Fred Kosanovic (fred.kosanovic@broadridge.com) for additional details.