Name: Broadridge Client Information Management
Rating: 8.8 (3 reviews)
Author: Broadridge

Help Desk

Web and Video Conferencing

Customer Support

Mobile App Development

Software Configuration Management

Development

Business Intelligence (BI)

Collaboration

Dropshipping

Enterprise

Accounting

Trust Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Corporate Volunteering

Employee Monitoring

HR Management

Payroll

Professional Employer Organizations (PEO)

Recruitment Agency

Recruitment Automation

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

C/C++ Integrated Development Environments

Cloud Storage

Dynamic Application Security Testing (DAST)

Embedded Business Intelligence (BI)

Fraud Detection

Hadoop-Related

IT Alert Management

IT Service Management (ITSM)

Identity Governance and Administration

In-Memory Databases

Incident Response

Integration Platform as a Service (iPaaS)

Managed Print

Metadata Management

Network Performance Monitoring

Relational Databases

Remote Monitoring and Management

Session Border Controllers

Telecom Expense Management (TEM)

Traffic Switching

Virtual Private Network (VPN)

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Competitive Intelligence

Consumer Ratings & Reviews

Content Management

Customer Reference Management

Email Marketing

Email Testing

Enterprise Marketing Management

Marketing Automation

Presentation

Social Media Advertising

Social Media Management

Survey & Forms Building

Technology Review

Text to Speech

Web Analytics

Wholesale Marketplace

Marketing

Project Management

Transcription

Professional Services

Customer Relationship Management (CRM)

Lead Generation

Sales

Commercial Drone

Digital Forensics

Home Health Care

Insurance Agency Management

Legal Research

Library Management

OSS/BSS (Operations Support/Business Support)

Real Estate Property Management

Vertical-Specific

small

Wealthbox CRM from Starburst Labs in Providence is a financial sectors focused system that allows users to retrieve, create, and edit data including contacts, tasks, events, notes, opportunities, and projects, as well as build custom workflows.

Wealthbox CRM

Financial Services CRM

Wealthbox (Starburst Labs, Inc)

According to the vendor, RightCapital's financial planning solution allows financial advisors to:
•Differentiate their value for more clients.
•Create a simple plan in as little as 10 minutes.
•Empower themselves to evolve with planning needs.

Basic

Premium

Platinum

RightCapital

Investment Portfolio Management

Redtail CRM

Likelihood to Recommend

Orion Advisor Tech

Salesforce Financial Services Cloud

Salesforce

Zinnia SmartOffice

Zinnia

Junxure

Likelihood to Renew

AdvisorEngine

CRMnext

CRMNEXT (Acidaes Solutions)

DealCloud

Intapp

360 View

360 View (inBusiness Services)

Backstop

Support Rating

Backstop Solutions Group

Broadridge Client Information Management is a CRM solution designed to improve the capture, flow, storage, accessibility and management of client information. It is designed to enable high-velocity client onboarding and protect client data across the relationship life cycle by eliminating paper and reducing risky integration layers.

large

medium

Enterprise + CRM (Marketing/Sales/Service)

Unlimited

Unlimited + CRM (Marketing/Sales/Service)

Growth

Growth + CRM (Marketing/Sales/Service)

Creatio

Low-Code Development

Visual Modeling

Drag-and-drop Interfaces

Platform Security

Platform User Management

Reusability

Platform Scalability

Broadridge Client Information Management

CRMs provide a system of record for a company's contacts and communications with them. CRMs specific to the needs of financial advisors and their agencies provide the contact and task management features, as well as workflow automation, associated to general CRMs. But features unique to CRMs for financial agencies might include prospecting workflows, compliance-minded communication tools, customer onboarding workflows with finance specific assessments, financial document imaging and storage management, as well as integration with investment portfolio management tools.

Broadridge

Reviews

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Home

Financial Services CRM Systems

Artisan Infrastructure

Adobe Acrobat

Microsoft 365

Anytime Collect

This is used for client information management as well as timely client updates. I am able to update information and it can be seen and reviewed by my client in real time. Also this integrates with compliance so immediate reviews and educational publications are distributed on a timely basis. No delay is caused on the information flow side.

Product Usage

Pros and Cons

Interfaces with client view on mobile devices
Strong library of compliance approved marketing materials
Several methods of sorting, reporting, and documenting are available to the user.

Things done well

Better customization of labelling would be helpful on reports
Alert notification of chosen activities could be implemented
A favorites of certain functions would be helpful to streamline navigation

Things done poorly

This is well suited in the investment services area especially for multiple users and those working on a remote basis. A full integration of activity such as transactions, daily activity, client reporting, account updates, account processing are available. Majority of systems are real time for all end users as well as clients who choose to do so.  Better feed back and notification on updates would be helpful.

The remote functions have been great
Library of marketing materials for client use.
Client statement and tax reporting accessibility.

Most Important Features 3.4.21

Positive in that many marketing services are available that I had once paid to receive.
Positive in the data collection service for performance reporting as a time saver
Positive in retrieval of statements, tax reports on an annual and archive basis.

Return on Investment

Artisan was evaluated but seen as a more costly system with too much customization needed. Broadridge Client Information Management is ready to use and the build out is less of a necessity. Artisan is available to those who would like more of a work in progress.
We did also review XTIVA but it was cumbersome when bringing in outside, direct data.

Alternatives

Other Software Used

PRESIDENT

Broadridge Client Information Management 2023-04-05 10:29:01

Operating Systems	Unspecified
Mobile Application	No

Broadridge Client Information Management

Overview

What is Broadridge Client Information Management?

Broadridge Client Information Management Adaptability

Pricing

Broadridge Client Information Management

What is Broadridge Client Information Management?

Entry-level set up fee?

Offerings

Would you like us to let the vendor know that you want pricing?

Alternatives Pricing

RightCapital

What is RightCapital?

Creatio

What is Creatio?

Product Details

What is Broadridge Client Information Management?

Broadridge Client Information Management Technical Details

Comparisons

Compare with

Wealthbox CRM

RightCapital

Redtail CRM

Salesforce Financial Services Cloud

Zinnia SmartOffice

Junxure

CRMnext

DealCloud

360 View

Backstop

Reviews and Ratings

Reviews

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