Extensive research and hands-on client feedback have led to a new investor digital and print experience — one designed to empower investors and deepen their relationships with their advisor and the firm.  

Wealth InFocus reimagines regulatory and transactional communications for an omni-channel world. Proven to significantly increase digital engagement, Wealth InFocus produces 3x the click-throughs and 10x the account information views compared to industry norms.  

Let’s look at the digital experience. The enhanced email replaces the “statement is ready” notification with a personalized message from the advisor and a snapshot of performance – without revealing specific balances. There are also links to documents, upcoming events, and other activities. 

Once investors confirm their identity, using one-time passcode security authentications they can access full account details on a personalized microsite. Streamlined account views make it easy to understand holdings and detailed transaction activity.  Seamless connections to proxy voting and corporate actions create user-friendly experiences. Investors can quickly express their views and interests – and easily take action, all in one place.   

Simplified access to disclosures and documents, such as Tailored Shareholder Reports, prospectuses, and letters, enables quick access to essential information.  There is also a space to highlight educational materials and reinforce key messages, like encouraging print customers to go paperless. With a holistic communications experience, investors engage with what matters most to them. 

Simplifying the content and consolidating the delivery of a full spectrum of investor communications drives digital engagement and decreases costs. Investors can seamlessly login to your investor portal or download a reimagined print statement. The streamlined, intuitive, and actionable print statement is designed to increase digital engagement and deliver cost efficiencies.   

The print statement provides the investor with the most pertinent information about their investments to see how they’re doing against their financial goals. This creates a more engaging communication for investors, while lowering paper and postage costs.  The print statement features QR codes that invite investors to explore additional information online. They’ll discover a personalized digital experience that deepens connections with their advisor and your firm.  

Wealth InFocus continues to be recognized as a gamechanger by the industry and our clients.  Firms are raising their net promoter scores, reducing cost, and driving growth. Above all else, they are solidifying long-lasting relationships with investors and advisors.  

Welcome to Wealth InFocus. Only from Broadridge.