According to FolioDynamix, the new client communication tools will enable advisors to deliver current and concise information to their clients and prospects directly from the FolioDynamix wealth management technology platform.
The partnership will lead to Broadridge Financial Solutions’ Forefield business, a provider of financial planning knowledge and institutional solutions, to integrate Forefield Advisor into the FolioDynamix wealth management technology platform.
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Forefield Advisor is a set of sales, education, and client communication tools that enables financial advisors to deliver current and concise resources to their clients.
Forefield Advisor provides access to more than 3,000 resources made up of over 2,300 articles, 200 illustrations and tables, over 50 interactive calculators, and over 400 presentations. Moreover, the resources are continuously updated to reflect current legislation and industry trends.
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