Frequently Asked Questions (FAQ)

Broadridge Advisor Solutions gives financial advisors everything they need to build their brand, grow their business, and deepen client relationships.

Our platform offers websites designed to impress, automated marketing tools to keep you top-of-mind, personalized content to engage your audience, and data insights to help you make smarter decisions.

It’s all about giving you more ways to connect, convert, and drive growth without adding to your workload.

Broadridge Advisor Solution is the only marketing solution that offers:

• A complete, centralized marketing solution for everything from digital marketing to print to events
  
  
• Access to the world’s largest investor content library featuring content written in your voice
  
  
• Marketing done by specialists with financial expertise
  
  
• Comprehensive advisor marketing solution bringing together websites, digital marketing, content, social media, print and event marketing
  
  
• Only solution with legally licensed content from the WSJ, Dow Jones, New York Times and more
  
  
• Seamlessly integrate CRM, marketing, social media and prospecting tools
  
  
• AI-powered platform that enhances personalization and efficiency
  
  
• Investor-centric approach proven to drive results

• Save time with automated and done for you marketing

• A complete marketing solution handled by one reliable partner

• Multi-award-winning marketing partner with over +30 years of experience helping advisors grow

• The full approach to marketing offers websites, digital marketing, print marketing, events, advertising, content marketing, client engagement, and lead nurturing.

• Powered by the same technology that generates over 7 billion communications annually and by a company that is a part of the S&P 500® Index

Broadridge Advisor Solutions helps:

• Financial professionals and Advisors
• Registered Independent Advisors (RIA)
• Broker dealer home offices
• Banks and credit unions

Whether you’re building your client base or enhancing your brand presence, our marketing solutions scale to fit your goals and deliver measurable results.

Broadridge’s advisor marketing platform works with +5,000 integrations powered natively and by Zapier including:

• Salesforce
• Redtail
• Wealthbox
• Wealthfeed
• LinkedIn Ads
• Zapier
• And more

Broadridge Advisor Solutions offers a full spectrum of marketing support to reach investors across every channel and strengthen relationships, including: 

• Email marketing

• Social media marketing

• Websites

• Ads and driving traffic

• Unrivaled content marketing specifically crafted for investors

• Print marketing (newsletters, greeting cards, seminar invitations and brochures)

• Events, seminars and workshops

• eCards and print greeting cards

Broadridge simplifies the process with flexible integrated compliance workflows and tools and content built specifically for the financial industry.

Our solutions help ensure your communications meet regulatory standards, so you can market with confidence and stay focused on growth.