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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.
More about Broadridge Financial Solutions
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)
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)
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