Solution enables unified multi-channel experience for advisors and their clients
Broadridge Financial Solutions, Inc. (NYSE: BR) has been selected as the mobile solution provider by Cetera Financial Institutions. Cetera Financial Institutions is the marketing name for Cetera Investment Services, a self-clearing broker-dealer, and the bank and credit union-focused firm within the Cetera Financial Group, the retail investment advice platform of RCS Capital Corporation (NYSE: RCAP).
The Broadridge Mobile solution will enable Cetera Financial Institutions to rapidly deploy a distinctively branded, unified advisor and client experience while leveraging a proven enterprise mobile technology platform. It is designed to increase collaboration, optimize data management and deliver an integrated experience to financial advisors and investors on a single global platform.
“Delivering information and engaging customers when and how they want to be served is critical to enhancing the experience investors have with our financial institutions,” said Catherine Bonneau, Chief Executive Officer, Cetera Financial Institutions and Cetera Investment Services. “Engaging Broadridge to deliver these services for both advisors and investors is just one of many steps we are taking to deliver enhanced resources and capabilities to our financial institution clients and their retail investors.”
Broadridge Mobile provides real-time market, portfolio and account information and trading tools for funds, equities and options. The solution also offers document sharing with advisors and clients and comprehensive client search and reporting, account inquiry and book of business analysis, all on a global multi-language and multi-currency platform.
“As demonstrated by Cetera and other Broadridge Mobile clients, a smart, thoughtfully crafted mobile strategy is the next chapter in wealth management technology,” said Traci Mabrey, head of Wealth Solutions, Broadridge Global Technology and Operations. “The advisor-client relationship is at the center of firms' mobility plans, and we will continue to spur our evolution with that in mind. With a mobile platform, advisors have a huge opportunity to provide a better customer experience, increase productivity and even adopt new models of doing business.”