Tools & Technology
NAPAFIRMPARTNERS
Catonsville, MD • clearsageadvisorygroup.com
New York, NY • Broadridge.com
Broadridge Financial Solutions
ClearSage Advisory Group
Key Contact(s)
Key Contact(s)
Tim Slavin 212.973.6102 • Timothy.Slavin@Broadridge.com Advisor Sales 866.390.5080 • Fi360Sales@Broadridge.com
Michael Geist 443.834.6850 • Michael.Geist@ClearSageAdvisoryGroup.com Brian Shannon 410.790.5957 • Brian.Shannon@ClearSageAdvisoryGroup.com
Firm Profile
Firm Profile
In Business Since: 1962 Broadridge Retirement and Workplace is the premier independent provider of technology, analytics, and education solutions for advisors, investment managers, and retirement providers. The end-to-end offering helps clients scale their business, improve risk management, and accelerate topline growth. Solutions like trust and custody services, trade processing, fiduciary practice management tools and training, participant communications, investment reporting, business intelligence, and more help the industry engage, educate, and support Americans saving for retirement. Today, Broadridge Retirement and Workplace administers over $700B in assets, serving more than 30,000 retirement plan advisors, over 12,000 AIF® designees, and over 500 financial services providers of all sizes.
In Business Since: 2018 ClearSage Advisory Group is an objective, independent, retirement and health plan industry consulting firm providing strategic consulting and fiduciary oversight services to the Retirement and Health Plan industries.
Product / Service Category Advice/Guidance, Administrative Services, Trustee/Custody, Consulting/Plan Design, Participant Communications, Lost Participants, Software, Other
Product / Service Category Administrative Services, Consulting/Plan Design, Software, Other
Product / Service Description ClearSage provides deep data analysis and automated data solutions, including benchmarking, prospecting, and fiduciary analysis services. ClearSage provides automated data delivery and batch processing analytics for clients with several custom applications including competitive RFP/RFI search processes, benchmarking, prospecting, and book-of-business fee analysis to support client retention.
Product / Service Description Retirement plan advisors are equipped with a comprehensive set of specialized tools to help distinguish their practice and grow their business. • Scale your business with innovative technologies and services. Select from over 32,000 non-proprietary mutual funds, CITs, and ETFs from over 700 asset management firms within our omnibus trading platform. Increase operational efficiencies with industry-leading retirement plan trust and custody, payment processing, and participant communications solutions. • Improve risk management by implementing prudent investment processes. Enhance practices by using our award-winning Fiduciary Focus Toolkit™ and Decision Optimizer to gain better oversight and management of your book of business. Increase consistency and adherence to fiduciary standards with industry-leading training and certifications like the AIF® and CEFEX®. Reduce risk and errors through advanced automation and realtime trading capabilities of our trading platform. • Accelerate topline growth with award-winning, innovative technology, industry access, and best practices. Increase effectiveness to attract, acquire, nurture, and retain strong client relationships with our full suite of marketing and sales tools. And maximize your growth potential with valuable business intelligence and innovative technologies that support day-to-day client portfolio management. Learn more about how solutions offered by Broadridge Retirement and Workplace can provide the confidence you need to grow your business: Broadridge.com/RetirementandWorkplace
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