The solution has been designed to empower financial advisors to increase the effectiveness and efficiency of the creation, distribution and tracking of regulatory and non-regulatory communications, said Broadridge.
Smart Advisor will address the complex communication challenges that personalization, timely distribution, storage and compliance pose for advisors, claims Broadridge.
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Further, it will simplify and automate how advisors publish and track communications and manage individual investor delivery preferences of all document or media types including PDFs, podcasts and videos.
Donna Bristow, vice president of client management and strategic product development, Investor Communication Solutions, Canada, Broadridge remarked: "Financial advisors are facing increased regulatory requirements and communication demands for investors. We developed Smart Advisor through our collaboration with BlueRush in anticipation of their changing needs."
It also features compliance tracking module that will offer built-in support to help advisors comply with the upcoming regulatory requirements for Point-of-Sale (POS) communications, and can integrate with Broadridge’s existing prospectus delivery system.
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