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Advisor Onboarding
by Broadridge Financial Solutions, Inc.SalesforcePaid
Automates financial advisor transition onboarding in Salesforce Platform with invitations, candidate tracking, and progress dashboards.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYHR
UPDATED ON MARKETPLACE
What it does
Broadridge Advisor Onboarding automates the financial advisor transition process for wealth management firms. It sends invitations to prospective advisors, tracks candidate progress, and provides dashboards for reviewing onboarding progress. The product addresses onboarding and registration of new advisors with FINRA and other relevant regulatory agencies. It can be used for recruiting-driven or M&A-driven onboarding.
Key capabilities
from the Salesforce AppExchange listingAdvisor invitations
Sends invitations to prospective financial advisors.
Candidate tracking
Tracks the process for advisor candidates.
Progress dashboards
Provides dashboards for reviewing onboarding progress.
Use cases
- Wealth management firms can use the product for onboarding driven by advisor recruiting.
- The product can also be used for onboarding driven by mergers and acquisitions.
Who it's for
It is intended for wealth management firms handling financial advisor onboarding.
In the catalog
642 plugins in Salesforce Platform · HR
Price distribution: 308 free, 63 freemium, 271 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«Broadridge helps wealth management firms accelerate time to first sale and improve advisor satisfaction by automating the financial advisor transition process. Broadridge Advisor Onboarding reduces the friction associated with onboarding new advisors and registering advisors with FINRA (Financial Industry Regulatory …»
Official marketplace listing
Marketplace
Publisher
Broadridge Financial Solutions, Inc.
Updated on marketplace
Facts verified