Broadridge Advisor Resource Center For Individual Advisor Solutions

Archie's take

Broadridge Advisor Resource Center is a strong fit for financial advisors and wealth management firms looking to streamline client engagement with a robust library of compliant, high-quality content. Its standout advantage is the breadth and credibility of its resources—articles, videos, calculators, and presentations—tailored specifically for the financial advisory space, which saves advisors significant time on content creation and compliance review. However, the platform is best suited for organizations with established marketing or client communication workflows; smaller firms or solo advisors may find the breadth of features more than they need, and integration with existing CRM or marketing tools may require some technical support. Pricing is positioned for professional use, so it's most cost-effective for teams that will leverage the full suite of content and distribution capabilities.