Company Information

Get to know AdvisorSmart

AdvisorSmart is a comprehensive digital marketing platform developed by Broadridge Financial Solutions, a global fintech leader. The platform is designed to help financial advisors, wealth managers, and insurance professionals grow their business by providing tools for content marketing, social media management, email campaigns, website creation, and CRM integration. Its core mission is to enable financial professionals to efficiently and compliantly communicate with clients and prospects, leveraging a library of pre-approved, FINRA-reviewed content to enhance client engagement and lead generation.

Industry

Technology Software DevelopmentPRIMARY
Financial Other Service

Contact

Social

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AdvisorSmart

United States

Founded in

2019 (7 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

Others

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Reviews

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Provided by TrustFinance

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

Security Information :

Company hasn't provided information.

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.