Broadridge Client Information Management Adaptability
Rating: 9 out of 10
IncentivizedUse Cases and Deployment Scope
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.
Pros
- 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.
Cons
- 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
Likelihood to Recommend
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.
DP
Dom Pullano
PRESIDENT in Professional Services at PCM Associates Ltd (1-10 employees)
Vetted Review
12 years of experience