Broadridge is a leading fintech platform specializing in backend infrastructure and data management. Broadridge offers a comprehensive suite of products catering to capital markets, banks, private equity firms, hedge funds, and asset managers.
Many of our clients use Broadridge and need to integrate the two platforms. Which is why when Broadridge announced their suite of AppExchange products we wanted to provide our perspective on the most common Broadridge product integrations. Unlike traditional integrations, these products are designed to work seamlessly alongside Salesforce product releases. So when Salesforce introduces new features, Broadridge will update their offering to align with these changes.
Top Broadridge Products We Recommend
Top products we recommend include:
- Distribution Insights for Asset Managers (Paid Add-On Required): Designed for asset management firms, this tool offers crucial performance tracking and trading insights. It analyzes investment buying and selling patterns, helping sales teams uncover new opportunities and enhance client engagement. By monitoring subscriptions and redemptions in private equity, asset managers can also pinpoint accounts that yield the highest ROI. By integrating with Salesforce, you can get this data into the hands of your BD teams, creating a competitive advantage to competitors in the market Additional features include; performance metrics and redemption schedules, and data extraction for customizable client portals.
- Advisor Onboarding (Starting at $60 USD/user/month): Streamlines the client onboarding process within the Financial Services Cloud Action Plans. This ensures all necessary steps, such as background checks and financial statement reviews, are carried out efficiently with a clear audit trail. The integration with Salesforce also allows for a cohesive user experience, KYC compliance checks can be conducted directly within the platform. This solution aims to simplify and automate onboarding, reducing the need for multiple tools and enhancing regulatory oversight, making it a valuable asset as all firms have ramped up their focus on compliance.
- AccessData SalesVision CRM (Paid Add-On Required): Provides comprehensive information on mutual fund sales and assets. Aggregating sales reporting and performance data, enabling sales teams to access vital insights and be more proactive in client outreach.
Additional Broadridge products currently available on the AppExchange:
- Reg BI – Form CRS ($1,000 USD/company/year): Simplifies disclosures by integrating seamlessly with Salesforce, allowing advisors to easily deliver and track pre-approved Form CRS versions from any device.
- AdvisorStream ($15 USD/user/month): An AI-powered digital marketing platform that helps Financial Advisors drive growth without adding to their workload.
- ContentHub ($9.59 USD/user/month): Manage print and digital collateral—from meeting brand and regulatory requirements to distributing content across channels.
- Securities Based Lending for Advisors ($250 USD/user/month): Identify SBL prospects, determine their borrowing power, initiate origination and monitor SBL loan levels.
Why Broadridge and Salesforce?
One of the key advantages of Broadridge and Salesforce is their scalability; you’ll never outgrow these industry leaders. Broadridge’s comprehensive product suite supports nearly all back-office and operational processes for financial services platforms, seamlessly integrating essential client information. By combining backend compliance, regulatory, and financial details with Salesforce, you gain a significant competitive edge. Historically, access to Broadridge’s data was limited to Excel spreadsheets or email reports, but now you can integrate this valuable information directly into Salesforce, transforming it into actionable insights that drive your firm’s success.
Ready to Integrate Broadridge?
Working with a company like Plative that has experience integrating Broadridge into Salesforce ensures you get the most value out of these two powerful tools. With our expertise, we can help you utilize crucial data to drive value for your sales team, create reports and automations that enhance existing records, and provide a better experience for your customers.