Our Advantage

Your single-source marketing partner, delivering best-in-class advisor solutions that help retain clients while driving leads, referrals, and client engagement.

Your Single Source for Everything Marketing

To compete today you need to be everywhere your clients are. That is exactly what we help you to do. We translate our vast knowledge of the financial industry into streamlined solutions proven to help acquire new clients, engage and add value to your existing client base and increase referral activity.

With over 30 years of industry experience, we serve more than 125,000 advisors today and offer the greatest selection of marketing tools available. We are your single-source marketing partner. We can deliver your brand to more places, resulting in increased leads, referrals and assets under management. Through consultations, you are able to achieve a true omni-channel marketing presence. Speak to one of our marketing experts today to build out your multi-channel, multi-touch strategy.

Our Rich History

Over the last decade, we have united the capabilities of the industry’s leading firms, resulting in the most comprehensive suite of tools supporting advisor practices.

1985

Emerald Connect is established, providing financial advisors a partner to help achieve success in prospecting for new business, retaining existing clients, branding their practice, and increasing their profitability. Emerald was acquired by Broadridge Financial Solutions in February 2014.

1997

Forefield is established, creating a web-based platform where financial advisors can easily, seamlessly deliver FINRA-reviewed materials to their clients, including articles, client presentations, newsletters, videos, seminars, and interactive calculators. Forefield was acquired by Broadridge in December 2010.

2001

Investigo is established, offering a comprehensive enterprise platform that provides advisors the tools they need to understand their clients and their firm’s business, including data aggregation supported by performance reports, tracking and audit activity, CRM, regulatory compliance and online document management. Investigo was acquired by Broadridge in July 2008.

2003

Direxxis is established, bringing home offices an enterprise cloud-based marketing solution to deliver a better customer experience to their advisor field through targeted marketing communications and continuous learning across all channels, including digital media, email, text messages and traditional direct channels. Direxxis was acquired by Broadridge in March 2015.

2015

Broadridge Advisors Solutions is established, bringing Emerald, Forefield, Investigo, and Direxxis product solutions together to provide holistic marketing, communication, and data offerings to wealth management firms and individual advisors.

1985

1997

2001

2003

2015

Direxxis is established, bringing home offices an enterprise cloud-based marketing solutions to deliver to their advisor field a better customer experience through targeted marketing communications and continuous learning across all channels, including digital media, email, text messages, and traditional direct channels. Direxxis was acquired by Broadridge in March 2015.

See How We Compare

With Broadridge Advisor Solutions, you get so much more — and all at a lower price.

Solutions	Broadridge Advisor Solutions	Content and Websites(FMG, Advisor Launchpad, Twenty Over Ten, and Advisor Websites)	Content with Website Partnerships(Marketing Pro)	Seminars & Direct Mail(FMT, RME360)
Financial Advisor, P&C Insurance, and Custom Websites
White Glove Website Onboarding
FINRA-Reviewed Content
Scheduled Social Sharing, CRM Integration, Website and Email Analytics, eNewsletters, and Mobile App
Artificial Intelligence
Local Business Listings
Sponsored Name Placement and Digital Advertising
Print newsletters
Direct Mail, Custom Printing, Seminar w/ script and Presentations w/ script
Event Marketing
Continuing Education
DOL and 22C2 Complinace Tools
Data Aggregation, Advisor Compensation Solution, and Digital Client Onboarding
Proxy Reporting and Statements, Tax Reporting, and Billing & Expense Management

As Seen In:

ALL THE METRICS THAT MATTER

43%+

Higher Prospect Conversion

625+

Advisors Using Our Products

2.3M

Marketing Material Pieces Made

Partners

Our partners include hundreds of broker-dealers, banks, insurance companies, correspondents and clearing companies, marketing organizations, and more. Here is a sample of our valued partners.

Questions?

Take the guesswork out of finding the perfect marketing solution. We’ve provided answers to some of the most commonly asked marketing questions.

VIEW FAQS

or Call 800-233-2834