Joanna Amberger

Review of Broadridge advisor solutions

Emerald's technology is extremely user unfriendly ...

Emerald's technology is extremely user unfriendly and their content is so generic that you cannot possibly expect to build a brand with it. An example of the limitation of the technology: when downloading a list of clients there is no option to remove people who have opted out. The support department's unhelpful advice: manually scrub out anyone that has opted out. If you need a cheap website to prove you're an advisor, Emerald is a mediocre choice. If you want any useful functionality and branding with the website and content, steer clear!