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  5. Broadridge: Advisor Onboarding Solution (AOBS): Streamlining the Advisor Onboarding Process

Broadridge: Advisor Onboarding Solution (AOBS): Streamlining the Advisor Onboarding Process

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26 February 2025
Ashley Longabaugh

Abstract

Broadridge Financial Solutions (NYSE: BR) is a global technology provder dedicated to empowering clients and the financial services industry through innovative solutions that drive operational resiliency, enhance business performance, and transform investor experiences.

The Broadridge Advisor Onboarding Solution addresses the complexities and inefficiencies traditionally associated with the advisor onboarding process. By streamlining operations through an engaging and intuitive wizard interface, the solution simplifies the completion of both essential regulatory and proprietary firm forms and integrates seamlessly with third-party verification partners. This not only enhances the onboarding experience for new advisors but also provides home office teams with real time visibility into onboarding progress, particularly beneficial during mergers and acquisitions. By automating data collection and compliance checks, the solution reduces administrative burdens and accelerates the integration of new talent.

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