Broadridge Digital Information Delivery from Broadridge Financial Solutions

Multi-channel digital communications, secure portal messaging, e-delivery of statements, and a client service dashboard for advisors. Integrates with compliance and CRM platforms.

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Product analysis by function

Communication Systems for Client Service and Operations

Integrated tools for client communications including secure messaging, video conferencing, email management with compliance archiving, and scheduled client review management.
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Communication Channels
(0 Yes /0 Known /12 Possible features)

Email Integration
Supports seamless sending and receiving of emails within the system.

No information available
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Secure Messaging
Provides a secure, encrypted messaging portal for clients and advisors.

No information available
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SMS Notifications
Ability to send alerts and updates via SMS.

No information available
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VoIP Calling
Includes support for Voice over IP calls through the platform.

No information available
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Video Conferencing
Offers built-in video meeting tools for virtual consultations.

No information available
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Mobile App Access
Clients and advisors can access communications via mobile applications.

No information available
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Chatbot Support
Automated chatbots provide responses and support for common queries.

No information available
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Document Sharing
Allows for secure exchange of files and documents.

No information available
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Client Portal
Self-service online portal for clients to access communication records.

No information available
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Push Notifications
Supports push notifications to keep clients updated in real time.

No information available
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Multi-Channel History
Tracks full history of communications across all channels in one timeline.

No information available
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Fax Integration
Enables electronic receipt and sending of faxes.

No information available
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Security & Compliance Features
(0 Yes /0 Known /9 Possible features)

End-to-End Encryption
Ensures all communication is encrypted during transit and at rest.

No information available
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Audit Trail
Complete logging of communications for transparency and compliance.

No information available
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Access Controls
Granular user permissions for accessing client data and messages.

No information available
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Data Retention Policies
Automated management of data lifecycle in line with regulations.

No information available
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Two-Factor Authentication
Adds a secondary authentication step for enhanced access security.

No information available
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Regulatory Compliance Certifications
Meets key frameworks (e.g., FINRA, GDPR).

No information available
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Message Archiving
Ability to archive all client communications for legal review.

No information available
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Secure File Transfer
Facilitates sending files using encrypted transfer technology.

No information available
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Single Sign-On (SSO)
Enables unified login for users with enterprise credentials.

No information available
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Workflow Automation
(0 Yes /0 Known /9 Possible features)

Automated Client Onboarding
Speeds up and standardizes the process of bringing new clients onboard.

No information available
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Template Messaging
Provides reusable templates for common communications.

No information available
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Task Assignment
Allows tasks triggered by client communications to be auto-assigned within teams.

No information available
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Meeting Scheduler
Automatically schedules meetings based on advisor/client availability.

No information available
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Follow-up Reminders
Automatically triggers reminders for client follow-ups and outstanding items.

No information available
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Document Request Automation
Automates requests and reminders for needed documents.

No information available
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Custom Workflows
Allows custom automation rules for various communication processes.

No information available
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Bulk Messaging
Sends communications in bulk to groups of clients as needed.

No information available
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Integrated Signature Collection
Automates electronic signature requests in workflow processes.

No information available
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Integration Capabilities
(0 Yes /0 Known /9 Possible features)

CRM Integration
Directly links with popular Client Relationship Management platforms.

No information available
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Calendar Integration
Sync communications and appointments with calendar software.

No information available
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Document Management Integration
Connects with leading document storage solutions.

No information available
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Client Data Sync
Real-time syncing of client profiles with third-party systems.

No information available
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APIs for Custom Extensions
Provides public or private APIs for custom feature extensions.

No information available
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Accounting System Integration
Links to bookkeeping and accounting software.

No information available
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eSignature Platform Integration
Compatible with leading electronic signature tools.

No information available
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Mail Merge Integration
Supports personalized communications with data merge features.

No information available
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Third-Party Secure Storage Integration
Ability to store or back up communications securely to external locations.

No information available
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Customization & Scalability
(0 Yes /0 Known /8 Possible features)

Custom Email Domains
Allows customization of sender domains for branding.

No information available
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Personalizable Client Portals
Client-facing portals can be branded and customized.

No information available
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Role-Based Views
Different interfaces or dashboards for advisors, admins, and clients.

No information available
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Conditional Logic in Workflows
Use of conditional statements in automations.

No information available
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Scalable User Licensing
Easy addition/removal of users as the organization grows.

No information available
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Localization Options
Support for multiple languages and local regulations.

No information available
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Custom Branding of Notifications
Ability to brand system notifications with company logos, color palettes, etc.

No information available
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API Rate Limits
Maximum allowed API calls per hour.

No information available
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Client Service Experience
(0 Yes /0 Known /8 Possible features)

Real-Time Status Tracking
Clients can monitor request/progress status updates in real time.

No information available
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Advisor Availability Indicators
Shows live status of advisor (available, offline, etc.).

No information available
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Feedback and Rating Tools
Allows clients to rate and provide feedback on service.

No information available
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Multilingual Support
Allows communications to be provided in multiple languages.

No information available
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24/7 Automated Support
Chatbot or helpdesk support available around the clock.

No information available
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Proactive Client Alerts
Automatically informs clients of important events or deadlines.

No information available
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Accessibility Features
Supports accessible communication (screen readers, enlarged text, etc.).

No information available
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Customizable Notification Preferences
Clients set their preferred channel and frequency for updates.

No information available
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Performance Metrics & Reporting
(0 Yes /0 Known /7 Possible features)

Response Time Tracking
Measures the average time to respond to client inquiries.

No information available
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Message Volume Analytics
Tracks the number of messages sent/received.

No information available
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SLA Compliance Reporting
Reports on meeting Service Level Agreements for communications.

No information available
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User Activity Dashboards
Displays user participation in communications.

No information available
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Error/Error Rate Tracking
Monitors failed delivery or communication errors.

No information available
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Automated Report Scheduling
Automatic generation/distribution of reports.

No information available
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Downloadable Data
Allows export of communication logs and reports for offline analysis.

No information available
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Mobile and Remote Capabilities
(0 Yes /0 Known /5 Possible features)

Mobile Push Alerts
Notifies users via mobile apps.

No information available
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Fully Responsive Design
Interfaces adapt cleanly to all device types and sizes.

No information available
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Offline Message Drafting
Allows composing communications offline to send later.

No information available
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Remote Access Security
Includes additional protections when accessing remotely.

No information available
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Multi-Device Sync
Seamless data sync across desktop, tablet, and mobile.

No information available
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Usability & Adoption Tools
(0 Yes /0 Known /7 Possible features)

User-Friendly Interface
Intuitive design for both advisors and clients.

No information available
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Onboarding Tutorials
Built-in tutorials guide new users.

No information available
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Contextual Help Widgets
In-app help guides and tips.

No information available
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Multi-Tiered Support
Different levels of support based on user expertise or role.

No information available
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Localization
Support for multiple languages and regional formats.

No information available
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Training Materials
Comprehensive manuals, videos, and reference guides.

No information available
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Adoption Analytics
Monitors usage rates and adoption trends.

No information available
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Reliability & Availability
(0 Yes /0 Known /7 Possible features)

Uptime Guarantee
The percentage of time the system is guaranteed to be operational.

No information available
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Disaster Recovery
Plans and systems for restoring service after major failure.

No information available
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Automated Backups
Regular, automated backups of communication data.

No information available
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Load Balancing
Distributes incoming communications for optimal efficiency and reliability.

No information available
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System Health Monitoring
Automated checks on availability and performance.

No information available
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Geo-Redundancy
Uses multiple data centers in different regions for failover.

No information available
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Scheduled Maintenance Notifications
Notifies users in advance of planned downtimes.

No information available
.

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Broadridge Digital Information Delivery from Broadridge Financial Solutions

Product analysis by function

Communication Systems for Client Service and Operations

Communication Channels (0 Yes /0 Known /12 Possible features)

Security & Compliance Features (0 Yes /0 Known /9 Possible features)

Workflow Automation (0 Yes /0 Known /9 Possible features)

Integration Capabilities (0 Yes /0 Known /9 Possible features)

Customization & Scalability (0 Yes /0 Known /8 Possible features)

Client Service Experience (0 Yes /0 Known /8 Possible features)

Performance Metrics & Reporting (0 Yes /0 Known /7 Possible features)

Mobile and Remote Capabilities (0 Yes /0 Known /5 Possible features)

Usability & Adoption Tools (0 Yes /0 Known /7 Possible features)

Reliability & Availability (0 Yes /0 Known /7 Possible features)