Forefield’s web-based platform enables financial advisers to deliver educational and marketing materials to clients. The integration of this company’s content with the Broadridge platform will now provide Broadridge clients with access to more than 3,000 pieces of financial planning content, including articles and client presentations, seminars and interactive calculators.
“United Forefield’s content and tools with Broadridge’s investor communications platform enables Broadridge to provide a single access point through which financial institutions and their advisers can manage the full range of materials they need to serve their clients,” said Doug DeShutter, president, customer communications at Broadridge. “This powerful solution will help advisers grow their business.”