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Advisor Content Communication Platform

Empower advisors with efficient communication tools

Contact us

Make your advisors more efficient and effective with Smart Advisor®, Broadridge's advisor communication platform. It's an innovative digital desktop solution that lets advisors access and deliver relevant documents to investors for compliance and regulatory communications and marketing campaigns.

Expand investor engagement with targeted communications

Send marketing or compliance documents based on client delivery preferences and use advanced compliance and activity reporting tools to track communications down to the individual investor.

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Addresses POS Stage 3 Rules
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Allows CRM2 Presale Disclosure
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Document Delivery Tracking
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Easy-To-Use Interface
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Enables Targeted Campaigns
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In-Depth Reporting Functions
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Smart Advisor

Make your advisors more efficient and effective with Smart Advisor, Broadridge’s advisor communication platform.

How We Can Help

Build and sustain strong client relationships

30
Leading wealth firms empower advisors with Smart Advisor®.
400K
Documents per month sent by advisors to investors with Smart Advisor®.
700K
During RRSP season, documents per month sent by advisors to investors with Smart Advisor®.
Recent Insights from the Wealth Industry
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Recent Insights from the Wealth Industry

Broadridge brings you the latest market trends, insights and analysis that impact the wealth industry.
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Wealth Management Firms

Enhance advisor marketing

Our advisor desktop solutions integrate with your back-office system to drive accuracy and efficiency and allow advisors to focus on their clients.
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