Advisor Onboarding
By Broadridge Financial Solutions, Inc.Productivity
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Paid
- From $60 per user per month
- Listed since
- 2021
About Advisor Onboarding
Accelerate Advisor Onboarding
Broadridge helps wealth management firms accelerate time to first sale and improve advisor satisfaction by automating the financial advisor transition process. Broadridge Advisor Onboarding reduces the friction associated with onboarding new advisors and registering advisors with FINRA (Financial Industry Regulatory Authority) and other relevant regulatory agencies. Broadridge Advisor Onboarding provides specific functionality such as sending invitations to prospective advisors, tracking candidates process, and reviewing onboarding progress dashboards. Broadridge Advisor Onboarding can be leveraged for either recruiting or M&A driven onboarding.
Highlights
- Provides specific functionality such as sending invitations to prospective advisors, tracking candidates process, and reviewing onboarding progress dashboards.
- Reduces the friction associated with onboarding new advisors and registering advisors with FINRA (Financial Industry Regulatory Authority).
- Solves for either recruiting or M&A driven onboarding.
Screenshots and videos
Pricing
Paid, from $60 per user per month.
| Plan | Price | Billed |
|---|---|---|
| Default Plan | $60 per user | Monthly |
Compatibility
- Salesforce editions
- Enterprise
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on July 20, 2021
- Languages
- English
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