Reg BI
Form CRS Powered by Broadridge
By Broadridge Financial Solutions, Inc.Customer Service
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Paid
- From $1,000 per company per year
- Listed since
- 2021
About Reg BI
Form CRS Disclosures Made Easy
Reg BI – Form CRS Powered by Broadridge simplifies Reg BI disclosures, easily and compliantly.
Transparent integration with Salesforce empowers advisors to trigger disclosures from within familiar workflows. Working with your firm, Broadridge aggregates a library of pre-approved Form CRS versions and seamlessly integrates this with Salesforce. From the advisor perspective, you simply click a button to deliver the right Form CRS anytime, anywhere, on any laptop or mobile device. You can verify and track Form CRS delivery within Salesforce.
The Reg BI – Form CRS app is a streamlined version of the Broadridge Smart Distribution Hub – a robust tool that simplifies regulatory, marketing and essential communications delivery to clients and prospects. Smart Distribution Hub is a proven solution by the industry leader in regulatory communications.
Simplify Reg BI compliance. Download the app today.
Highlights
- Send Form CRS to clients and prospects
- Deliver in the method that they want – email or physical mail
- Track every delivery: who received what and when
Screenshots
Image 1 of 6
Pricing
Paid, from $1,000 per company per year.
| Plan | Price | Billed |
|---|---|---|
| Default Plan | $1,000 per company | Yearly |
Contact Broadridge for pricing
Compatibility
- Salesforce editions
- Enterprise
- Unlimited
- Developer
- Salesforce Platform
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on January 11, 2021
- Languages
- English
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