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About Broadridge

Client Information Management

Transform client relationships with improved onboarding

Improve the capture, flow, storage, accessibility and management of client information with Broadridge Inform. Enable high-velocity client onboarding and protect your client data across the entire relationship life cycle by eliminating paper and reducing risky integration layers.

Help your advisors deliver a better experience to their clients

Increase your speed to revenue by mitigating risk and ensuring good order before submitting forms. Improve ongoing relationship management from account opening and bulk uploads to asset transfer-enabled forms, KYC updates and annual reviews.

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Supports All Forms
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Runs on Mobile Devices
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Reuse Data Automatically
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Check Submissions
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Include Electronic Signatures
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Attach Digital Media
How We Can Help

Transform client interactions with accuracy and efficiency

Of the errors were the result of missing data or signatures.
Person hours lost a year to correct these issues.
Of the document handling costs can be eliminated.
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