Commonwealth Adds Broadridge's Forefield Applications To Research Package At No Cost To Advisors

Tuesday, July 19, 2011 13:39
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Commonwealth Adds Broadridge's Forefield Applications To Research Package At No Cost To Advisors

Tags: broker-dealers | client communications | client education | independent broker-dealers

The new materials will broaden the scope of the financial advisor’s deliverables, as well as allow an advisor to become well-versed on a particular financial planning topic quickly.

 

Commonwealth Financial Network today announced a multiyear agreement with Forefield, a division of Broadridge Financial Solutions, Inc., to offer its research package subscribers a complimentary suite of web-based education and client communication solutions.

 

Broadridge's main product for BDs has been Investigo, a portfolio accounting and reporting system. It competes with Albridge Solutions, which is owned by BNY's Pershing division and has dominated the independent BD accounting and reporting space.

 

   

 

 

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