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Exciting News for Forefield Clients!

Today, Broadridge Financial Solutions announced that it has expanded its offerings to financial advisors through its acquisition of Emerald Connect, a leading provider of solutions-based marketing tools that assist financial advisors in prospecting for new business, retaining existing clients and branding their practices.

Emerald Connect’s website solutions, as well as its customized branding, marketing, retention and client communication tools, will be integrated with our suite of sales, education and client communication capabilities to create the industry’s leading financial advisor client communications solution. We are excited about this development, as financial advisors will have a single, robust and comprehensive offering enabling them to educate and communicate with their clients, and position and grow their businesses.

There will be no immediate changes to the products and services you currently purchase from Forefield. Over time, we will merge the Forefield and Emerald Connect platforms to create a combined product offering that will provide enhanced marketing and productivity services. Adding Emerald Connect to Broadridge’s wealth advisor solutions portfolio demonstrates Broadridge’s growing presence in the wealth management industry and its commitment to provide high-quality services to financial advisors.

We look forward to our continued relationship, and welcome you to read the press announcement regarding the acquisition.

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