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Resource

Mutual Fund Dealers (MFDA)

Drive growth with enhanced tools for MFDA dealers and their firms

CONTACT US

Strengthen client relationships and grow your business with customizable practice management tools and solutions to improve operations across your front, middle and back offices.

“Traditional advisors could soon be replaced. Not by robo-advisors, investment apps or financial planning software, but by a new type of advisor – one who embraces these technologies to operate in a more modern, efficient, engaging way.”
Donna Bristow
Head of Wealth Product Management, Broadridge

MFDA Solutions

Advisor Content Communication Platform

Digital desktop solution supports access and delivery of documents to investors for compliance, regulatory communications and marketing campaigns.
see solutions

Digital Information Management (Inform)

Improve the capture, flow, storage, accessibility and management of client information for efficiency and security.
see solutions

RPM R•Broker

Enhance operations with a single, real-time dealer platform for clients, advisors and the head office.
see solutions

RPM R•Digital

Overcome industry challenges while reducing costs with digital capabilities across channels, devices and users.
see solutions

RPM R•Desktop

Streamline account administration with a web-based advisor desktop for IIROC- and MFDA-licensed advisors.
see solutions

Advisor Websites

Build your brand with professional advisor websites, a key component of any digital marketing strategy.
see solutions

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Broadridge, a global Fintech leader with more than $6 billion in revenues, provides the critical infrastructure that powers investing, corporate governance and communications to enable better financial lives. We deliver technology-driven solutions that drive digital transformation for our clients and help them get ahead of today’s challenges to capitalize on what’s next.

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