Secure digital interaction, built into Broadridge
Deliver compliant, advice-led conversations between advisors and clients – fully embedded in the Broadridge Advisor Workstation, with secure messaging that replaces email and SMS.
For your clients
A premium, advice-led experience
Human-led advice that feels seamless, secure, and always within reach. Clients stay engaged, informed, and confident at every step of their wealth journey, in one trusted conversation.
Replace email & SMS with secure messaging
Persistent, encrypted messaging puts clients a tap away from their advisor – with secure document exchange that’s fully auditable.
Live advice when it matters
Step into a video or voice call, or shared screen from within the conversation for portfolio reviews, complex disclosures, and real-time guidance.
Persistent advisory relationship
Continue conversations across devices and sessions, with secure history, documents, and signed disclosures saved in one place.
YOUR ADVISORS
One system. More time for what matters.
Advisors and Relationship Managers (RMs) stay entirely within the Broadridge Advisor Workstation (Workstation), freeing them from system-switching and giving them more quality time with clients – and with back-office colleagues when needed.
Unified advisory workflow
Manage every client interaction – messaging, video, document review – directly inside the Workstation, without context-switching.
Reclaimed professional capacity
Increase front-office productivity through AI-assisted summaries, automated handovers, and context-aware interaction history.
Back-office on the same thread
Pull tax specialists, asset managers, or legal experts into the client conversation without forwarding emails or losing audit trails.
YOUR ORGANIZATION
Enterprise-grade. Audit-ready. Compliant by design.
Infrastructure that reduces IT complexity while ensuring every client and back-office interaction is fully recorded, secure, and globally compliant – across the Broadridge Advisor Workstation, web, and mobile.
Built-in compliance integrity
Ensure every interaction is logged, secure, and compliant with GDPR, FINMA, and MiFID II, right out of the box.
Enterprise-grade security
A certified connector that aligns with your core stack, reducing IT complexity and bespoke development costs.
Interaction recording & audit
Maintain full recording and archive of all digital channels in one auditable trail, alongside Broadridge's existing investor records.
High-impact tools for advisors and Relationship Managers
Internal efficiency gains inside the Broadridge Advisor Workstation.
Centralized engagement
A single inbox for every client conversation – messaging, video, escalations – inside the advisor's primary workstation.
Centralized engagement
A single inbox for every client conversation – messaging, video, escalations – inside the advisor's primary workstation.
Specialist collaboration
Bring tax specialists, asset managers, or legal experts into a live client thread for seamless multi-party advice.
Specialist collaboration
Bring tax specialists, asset managers, or legal experts into a live client thread for seamless multi-party advice.
Proactive outreach
Spot at-risk relationships early and reach out with personalized, context-aware nudges and follow-ups.
Proactive outreach
Spot at-risk relationships early and reach out with personalized, context-aware nudges and follow-ups.
Deputy management
Cover absent colleagues without losing client context – conversations, history, and pending actions hand off cleanly.
Deputy management
Cover absent colleagues without losing client context – conversations, history, and pending actions hand off cleanly.
Native engagement across web & mobile
Unblu's engagement layer reaches clients across web and mobile – anchored in the Workstation.
Secure Messenger
Encrypted, persistent client messaging that preserves context and document history across sessions.
Secure Messenger
Encrypted, persistent client messaging that preserves context and document history across sessions.
Co-Browsing
Guide clients visually through performance dashboards, disclosures, and complex forms in real time.
Co-Browsing
Guide clients visually through performance dashboards, disclosures, and complex forms in real time.
One-click Video & Voice
Launch a face-to-face advisory session in one click, without third-party plugins or external apps.
One-click Video & Voice
Launch a face-to-face advisory session in one click, without third-party plugins or external apps.
Document Collaboration
Share, annotate, and sign documents inside the conversation – fully audited, never via email.
Document Collaboration
Share, annotate, and sign documents inside the conversation – fully audited, never via email.
GET IN TOUCH
Ready to bring high-touch engagement to your platform?
Talk to the Unblu partnerships team to see the integration in action and explore how it can be deployed within your Broadridge environment.
