Our Packaged Solutions

“As a sole practitioner, I spend a large portion of my day managing client accounts, meeting new prospective clients, and everything else, so I don’t have time to focus on marketing. Broadridge gives me all the resources to send out newsletters, market updates, and content for social media to enhance my marketing presence. Plus, their websites look terrific! They made it very easy for me to get up and running fast, and make it so convenient to get everything through compliance. It is well worth the price! ”
– Kalvin Sid, Sid Financial, San Mateo, CA

“My experience with Broadridge has been easy, professional, and extremely satisfying. In the financial advisory world, client referrals are key. You must be referable. If a client does recommend you to a friend or colleague, the first thing they do is Google you; and if you are not out there, you don't exist. I have had many clients positively comment on my site and have gotten referrals from them to boot! ”
– David Siebert, Jr.

“We have been so impressed with Broadridge Financial Solutions for our client communications over the last 10 years. They have bent over backwards to help us with special requests and to make our experience exceptional. The software integrates seamlessly with our CRM and the articles bring in client interactions and discussions of where our firm can provide added assistance for our clients. I have researched other options for our client communications and Broadridge offers all that the other firms offer, only with wonderful customer service!”
– Kim S.