Broadridge Advisor contains thousands of ready-to-go presentations, client alerts, calculators and much more that you can use to efficiently and effectively communicate timely information to your clients and prospects. As a member of the Personal Financial Planning section, you have access to the Broadridge Advisor tool. Make the most of your subscription to Broadridge Advisor by watching these short training videos to understand the functionality.
Getting Started – Learn how to log into Broadridge Advisor through the PFP Section website. Also, see how to navigate the home page and set up your profile.
Organizing Clients and Information – Understand how to add clients to the system and how to organize them by groups.
Client Communication Resources – Discover the many different types of client materials available.
Sending Information to Clients – Learn how to personalize content and send information to clients either in PDF form or via an email.
Creating Custom Presentations – Understand how to tailor presentations and other content to customize them for your specific clients’ needs.
If you have questions about Broadridge Advisor or need direct client support, you can reach their support team via phone or email. Please be sure to let the support person know you are a member of the AICPA PFP Section.
1-800-233-2834 Option 2