Broker Dealer Adoption Programs

What's the secret to making account aggregation a strong competitive differentiator for your firm?

• Communicating the benefits of account aggregation clearly to your advisors
• Providing efficient adoption and onboarding programs
• Getting your advisors up and running quickly

That's why AllData Advisor offers broker dealers a complete set of customizable marketing and educational programs to drive advisor adoption, including:

• Ready-to-implement webinar campaigns. Leverage our promotional campaigns that speak directly to advisors. Our compliance-approved campaigns fully outline the benefits of account aggregation for advisors and include webinar content along with promotional emails and banner ads to drive awareness, education and ultimately successful adoption.
• Aggregation Tips & News. This 13-part series of short, quick-hit articles on aggregation is designed to build advisor interest and understanding of account aggregation and its ROI. Drop them into your newsletters or run them on your advisor-facing website.
• Educational materials. When your advisors want in-depth information on account aggregation features, benefits and core value proposition, they can refer to several case studies as well as in-depth white papers on the competitive advantages of aggregation and on the privacy and security safeguards built into AllData Advisor.
• Advisor-focused collateral. For a quick summary of AllData Advisor, we provide you with an easy-to-read Overview Brochure and Frequently Asked Questions documents to distribute to your advisors. Post these on your web site, or use them at your conferences and educational venues.