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Broadridge Advisor Solutions
15050 Avenue of Science, San Diego, California, United States
About the Broadridge Advisor Solutions
Broadridge Advisor Solutions is a leading provider of technology-driven solutions for financial advisors, located at 15050 Avenue of Science in San Diego, California, United States. With a focus on empowering advisors to deliver exceptional service to their clients, Broadridge Advisor Solutions offers a comprehensive suite of tools and resources to help advisors streamline their operations, enhance client relationships, and grow their businesses. From advanced portfolio management and reporting software to customizable marketing materials and educational resources, Broadridge Advisor Solutions is dedicated to helping advisors succeed in today's competitive marketplace.
15050 Avenue of Science UNIT 200, San Diego, CA 92128, United States
Reviews of Broadridge Advisor Solutions
"I have requested a phone call to discuss how my website does not show up in searches - even when I add my personal name - but no one ever calls. After the third request, I threatened to cancel my service if I did not hear from someone and they just send me the link to terminate service. They do not care about current clients at all."
"Emerald's technology is extremely user unfriendly and their content is so generic that you cannot possibly expect to build a brand with it. An example of the limitation of the technology: when downloading a list of clients there is no option to remove people who have opted out. The support department's unhelpful advice: manually scrub out anyone that has opted out. If you need a cheap website to prove you're an advisor, Emerald is a mediocre choice. If you want any useful functionality and branding with the website and content, steer clear!"
"If you're in the Finance industry and need marketing materials both printed and digital, this is DEFINITELY the place to facilitate your needs!"
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