Discover Broadridge Advisor Solutions

As a division of Broadridge, a global fintech leader, Broadridge Advisor Solutions is the premier provider of advisor marketing solutions designed to help advisors find new prospects, retain and grow business with existing clients, and increase referrals while optimizing their advisor practice.

While Broadridge Advisor Solutions was officially established in 2015, we offer more than 30 years of experience in solutions-based marketing and technology tools for the financial services industry, with our legacy brands including Emerald Connect, Forefield, Investigo, and Direxxis. By combining the capabilities and solutions of these leading firms, we are able to bring holistic marketing, communication, and data offerings to wealth management firms and individual advisors.

Our goal as a single-source marketing partner is to equip financial services professionals with efficient, effective, and economical multi-touch, multi-channel marketing solutions so their business can achieve its full potential. We pride ourselves in offering the greatest breadth of financial service marketing solutions for the greatest value. Plus, our client support is second to none, as we act as a true partner, assisting with every step of the marketing process and providing concierge level support, allowing advisors to focus their time on their clients.