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Broadridge Client Information Management Adaptability
Updated May 11, 2023

Broadridge Client Information Management Adaptability

Dom Pullano | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Broadridge Client Information Management

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

Do you think Broadridge Client Information Management delivers good value for the price?

Yes

Are you happy with Broadridge Client Information Management's feature set?

Yes

Did Broadridge Client Information Management live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Broadridge Client Information Management go as expected?

Yes

Would you buy Broadridge Client Information Management again?

Yes

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.