Broadridge Launches Communication Solution

Smart Advisor empowers advisers to improve the creation, distribution and tracking of regulatory and non-regulatory communications. The solution simplifies and automates how advisers publish and track communications and manage individual investor delivery preferences of all document or media types including PDFs, podcasts and videos.

Smart Advisor’s compliance-tracking module offers built-in support to help advisers comply with the upcoming regulatory requirements for point-of-sale communications, and can integrate with Broadridge’s existing prospectus delivery system.

“This technology-enhanced solution enables advisers to transform the level of efficiency and effectiveness of communications to customers while helping them meet compliance requirements,” said Donna Bristow, vice president of client management and strategic product development/investor communication solutions for Broadridge in Canada.

More information about Broadridge is available at www.broadridge.com, and information about BlueRush is available www.bluerush.com.