About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Blogs

Broadridge Canada Announces BR Mobile for Financial Advisors

Subscribe to our newsletter

Broadridge Financial Solutions, today announced the availability of the BR Mobile solution for financial advisors in Canada, as a new product offering for Canadian securities dealers using Broadridge’s Dataphile solution set.

This new solution from Broadridge creates a real-time mobile extension of the ProPhile advisor desktop, allowing advisors using the most popular mobile devices to access their client information at any time and from any location. BR Mobile increases the advisors’ productivity while interacting with clients, allowing for mobile views of data such as account, client, and household level reports.

Clients’ real-time holdings can now be viewed on most smart devices by using BR Mobile, which gives advisors the flexibility to view security holdings, view transaction history, place mutual fund, equity and option orders, and view real-time trade information directly from their mobile devices.

Additional benefits of this new mobile interface include viewing/emailing desktop reports, links to online pricing and research, links to online location services, and device-specific contact services.

Over the next year, Broadridge will be adding account opening functionality to further increase advisor productivity and improve the overall client experience.

Manulife Securities worked closely with Broadridge to create and develop this new mobile application. “At Manulife Securities, we’ve been focused on a number of technology solutions that are geared at not only supporting the advisor’s business, but their clients’ experience as well,” said Donna Carbell, VP, Chief Administration Officer, Manulife Securities. “We’re very excited about the potential for BR Mobile to deliver high-value mobile technology solutions to our advisors and to help enhance their clients’ experience.”

Michael Dignam, President, Securities Processing Solutions, Canada, Broadridge, said, “As technology evolves and business needs change, Broadridge aims to deliver leading technology solutions, such as BR Mobile, in order to provide both increases in operational efficiencies and improved advisor interactions with investors.”

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: How to harness the power and potential of ownership data

The importance of ownership data has escalated over the past few years as financial institutions have acknowledged its potential. Key use cases include integrated risk assessment, which uses ownership data to help financial institutions gain a clear understanding of supplier and customer networks, and identify and mitigate risk. Equally significant is the use of ownership...

BLOG

Alveo Integrates QuantLib into Ops360 to Deliver No Code Curve Builder Capabilities

Alveo, a provider of cloud-based market data management services, has extended its Ops360 data operations solution with the integration of QuantLib for advanced analytics. The functionality allows any appropriately permissioned business user to drag and drop input data sets into functions and set parameters to derive data and kick off the calculation of curves and...

EVENT

RegTech Summit APAC

Now in its 2nd year, the RegTech Summit APAC will bring together the regtech ecosystem to explore how capital markets in the APAC region can leverage technology to drive innovation, cut costs and support regulatory change. With more opportunities than ever before for RegTech to add value, now is the time to invest for the future. Join us to hear from leading RegTech practitioners and innovators who will share insights into how they are tackling the challenges of adopting and implementing regtech and how to advance your RegTech strategy.

GUIDE

Regulatory Data Handbook 2022/2023 – Tenth Edition

Welcome to the tenth edition of A-Team Group’s Regulatory Data Handbook, a publication that has tracked new regulations, amendments, implementation and data management requirements as regulatory change has impacted global capital markets participants over the past 10 years. This edition of the handbook includes new regulations and highlights some of the major regulatory interventions challenging...