Reg BI – Form CRS Powered by Broadridge for Salesforce AppExchange
Reg BI – Form CRS Powered by Broadridge is the #1060 ranked customer service app on Salesforce, as a paid app, as of Sep 12, 2026.
Reg BI – Form CRS Powered by Broadridge is a Salesforce AppExchange app by Broadridge Financial Solutions, Inc..
AppRanks data: Reg BI – Form CRS Powered by Broadridge ranks #1060 in Customer Service on Salesforce AppExchange, placing it in the top 94% of that category.
AppRanks verdict
Generated from live marketplace data — refreshed daily
Reg BI – Form CRS Powered by Broadridge is a newly-listed Salesforce app with a limited review volume. It is listed in the Customer Service category on Salesforce AppExchange, which AppRanks treats as the canonical taxonomy node for ranking and competitor comparison. no published reviews yet means feature claims are unverified by the wider merchant base. Without a published review base, the only fit-signal available is the developer's own documentation plus the marketplace's listing-quality audit (linked below). Paid-only pricing means evaluating fit on the marketplace listing or via the developer's documentation before installing. AppRanks tracks rating, review count, pricing tier, and category position daily — the figures on this page reflect the most recent scrape from the canonical Salesforce AppExchange listing.
Pros
- +Published by Broadridge Financial Solutions, Inc. — established developer track record
Cons
- −No public reviews yet — fit and reliability are unverified
- −Paid-only pricing (paid) — evaluation requires committing payment details
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About Reg BI – Form CRS Powered by Broadridge
How Reg BI – Form CRS Powered by Broadridge works
Reg BI – Form CRS Powered by Broadridge simplifies Reg BI disclosures, easily and compliantly.
Transparent integration with Salesforce empowers advisors to trigger disclosures from within familiar workflows. Working with your firm, Broadridge aggregates a library of pre-approved Form CRS versions and seamlessly integrates this with Salesforce. From the advisor perspective, you simply click a button to deliver the right Form CRS anytime, anywhere, on any laptop or mobile device. You can verify and track Form CRS delivery within Salesforce.
The Reg BI – Form CRS app is a streamlined version of the Broadridge Smart Distribution Hub – a robust tool that simplifies regulatory, marketing and essential communications delivery to clients and prospects. Smart Distribution Hub is a proven solution by the industry leader in regulatory communications.
Simplify Reg BI compliance. Download the app today.
Key features
- Send Form CRS to clients and prospects
- Deliver in the method that they want – email or physical mail
- Track every delivery: who received what and when
Category rankings
As of Sep 12, 2026- Customer Service#1060of 1,137Top 94%
See 90-day rank history for each category
Track daily rank changes, category shifts, and position volatility.
Keyword rankings
Reg BI – Form CRS Powered by Broadridge ranks for 14 keywords across Salesforce AppExchange. Here are the top 3:
- 1.formRank #8
- Rank #19
- Rank #26
Competitors & alternatives
Reg BI – Form CRS Powered by Broadridge doesn't have curated competitor matchups yet. Other tracked customer service apps on Salesforce:
Frequently asked questions
What is Reg BI – Form CRS Powered by Broadridge?
Reg BI – Form CRS Powered by Broadridge is an app for Salesforce. It is published on Salesforce AppExchange and tracked by AppRanks, and it has been listed on the marketplace since 2021. It is listed under the Customer Service category on AppRanks, where you can see its current category position, review-velocity trend, and how it compares against the top alternatives in the same space. Developed by Broadridge Financial Solutions, Inc.
Is Reg BI – Form CRS Powered by Broadridge free?
Reg BI – Form CRS Powered by Broadridge does not offer a permanent free plan on Salesforce. Pricing starts at 1000, and the listed tiers are Default Plan. Trial availability and exact billing terms are mirrored from the live Salesforce listing and may change between refresh cycles, so always confirm the headline price on the source marketplace before installing.
Who uses Reg BI – Form CRS Powered by Broadridge?
Reg BI – Form CRS Powered by Broadridge is actively installed across Salesforce stores tracked by AppRanks. Its review base is still building, which usually maps to early-stage merchants and stores piloting a new workflow. It is part of the Customer Service category on Salesforce.
Where does Reg BI – Form CRS Powered by Broadridge rank on Salesforce?
Reg BI – Form CRS Powered by Broadridge currently sits at position #1060 in the Customer Service category on Salesforce. That places it in the top 93% of 1,137 apps tracked in the same category. Category positions are read from the live marketplace ranking and refresh on each scrape, so the number you see here reflects the most recent crawl rather than a long-running average.