Smart Advisor, which is being introduced by Broadridge in partnership with BlueRush Digital Media, addresses the complex communication challenges that personalization, timely distribution, storage and compliance pose for advisors.
Additionally, the solution would also 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, Broadridge said.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
Smart Advisor will also enable advisors to provide relevant, appropriate information to each of their clients, leading to increasing the effectiveness of each client interaction.
Further, its compliance tracking module offers built-in support to help advisors comply with the upcoming regulatory requirements for Point-of-Sale (POS) communications, and it can integrate with Broadridge’s existing prospectus delivery system.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
