Communicate. Educate. Customize.
Broadridge Advisor™ is a client education and communication tool that contains more than 3,000 resources. Use it to deliver current and clear information to your clients on planning topics including tax, retirement, estate, risk management and investments.
The resources are continuously updated and can be customized with your name and company logo. Broadridge, a $499 annual value, is included FREE for AICPA Personal Financial Planning Section members. Note: Broadridge provides generalized education. It is up to your professional judgment how to incorporate Broadridge in your communications with clients.
If you’re not a PFP Section member yet, click here to join.
Alerts keep you and your clients apprised of new legislation and regulations impacting your personal financial planning and tax practice.
Presentations allow you to tailor content specific to your clients' needs.
Broadridge Concept Pieces
Concept pieces provide a high-level overview of topics and planning ideas that you can use to educate your clients.
Broadridge Case Studies
Case Studies concisely present an overview of a financial topic or planning concept. These pieces may be useful when doing lectures and other types of educational presentations.
Broadridge Calculator Presentations
Calculators can be run as a standalone resource, and many can also be run as a full calculator presentation.
This sample book gives you an inside look at Broadridge materials, resource centers, life event tools and more.
Learn how to get started
View these training videos to get a sneak peek of how the program can work for you and a boost to get started.