Forefield’s web-based platform enables financial advisors to deliver current and concise educational and marketing materials to their clients.
The integration of Forefield’s content with the Broadridge platform will provide Broadridge clients with access to more than 3,000 pieces of financial planning content including articles and client presentations, monthly and weekly newsletters, time sensitive flash videos, seminars, and interactive calculators designed to help investors make informed decisions about their financial future.
Broadridge president of customer communications Doug DeSchutter said this transaction both accelerates Broadridge’s e-strategy and is economically attractive, with an expected return on investment in excess of 20%.
"We look forward to integrating Forefield’s innovative technology and team of financial content experts into Broadridge," DeSchutter added.
