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Use Archways to compare Broadridge Advisor Websites with alternatives and find the best software for your needs.
Engage new prospects and enrich existing relationships with a professional website that reflects your brand. Now you can create and easily maintain a high-quality advisor website to boost your digi...
Broadridge Advisor Websites is purpose-built for financial advisors and wealth management firms that need a compliant, professional online presence without the hassle of custom web development. Its standout advantage is deep industry alignment—think FINRA/SEC compliance tools, pre-built content libraries, and seamless integration with Broadridge’s broader suite of financial services solutions. However, customization is somewhat limited compared to generalist website builders, and the platform is best suited for firms that prioritize regulatory peace of mind over flashy design or unique workflows. Pricing is on the higher side relative to generic website builders, but the value is clear for firms where compliance and industry-specific features are non-negotiable.
Check if Broadridge Advisor Websites is a good fit for your needs
This information is provided by Archways for guidance purposes only. While we strive for accuracy, specific details may need to be confirmed with the vendor.
Implementation is straightforward for most firms, with guided onboarding and ongoing support, but customization beyond templates may require Broadridge’s assistance.
Typically managed by marketing or client service teams, with occasional input from compliance officers; no dedicated IT staff required for day-to-day operations.
Scales well for firms with dozens to hundreds of advisors, but may be overkill for solo practitioners or those with highly unique branding needs.
Conversational support, onboarding, automation
SaaS, fintech, PLG, high inbound support
5-500 agents
Chat, in-app, email, social
Contact sales to get pricing information