Broadridge Launches Securities Lending and Advisor Marketing Solutions on Salesforce AppExchange

Global Fintech leader Broadridge Financial Solutions, Inc. (Broadridge) announced on Wednesday (April 24) the launch of two solutions for advisors on Salesforce AppExchange - Securities Based Lending and AdvisorStream Digital Marketing Automation. Salesforce AppExchange is a renowned enterprise marketplace for partner applications and experts.

As stated in the announcement, the Securities Based Lending (SBL) application, developed by Broadridge, empowers advisors to offer SBL services, analyze book trends, target high propensity prospects, and manage and track SBL loans. On the other hand, the AdvisorStream content marketing platform automates digital marketing and communication for advisors. It enables advisors to gauge client engagement with AdvisorStream content and personalize communication through their preferred channels.

Mike Alexander, President of Wealth Management at Broadridge, said: ”We are bringing a new synergy to wealth management firms, where our solutions will offer a seamless integration between two key platforms and ultimately result in enhanced advisor productivity. At a time when the wealth management industry is focused on accelerating their digital transformation efforts, we are proud to expand our work with Salesforce to drive that growth.“

Alice Steinglass, Executive Vice President and General Manager, Platform, Salesforce, said: ”Securities Based Lending for Advisors and AdvisorStream Digital Marketing Automation for Financial Advisors are welcome additions to AppExchange, as they accelerate business transformation for customers by providing innovative digital solutions and increased advisor productivity. AppExchange is constantly evolving to connect customers with the right apps and experts for their business needs.“

Broadridge, a global financial technology company, has numerous technology patents to its credit. Earlier this year, LTX, a subsidiary of Broadridge and an AI-powered fixed income trading platform, secured four new patents​ for its innovations in fixed-income trading.