Broadridge Wealth Management Solutions

Broadridge understands that the more advisors know about their clients, and the more efficiently their practice is run, the higher the probability they can build the long-term relationships essential to growing their business —profitably.

Broadridge offers a range of solutions designed to enhance productivity, streamline critical investment processes, and increase client engagement.

Going Global?

Broadridge delivers integrated end-to-end investing capabilities designed to realize new opportunities in wealth management, create better experiences and achieve greater business effectiveness.

  • Global investing in 50+ countries at any time–supported by local market operational support and customized service-level agreements
  • Integrated global trading, clearance and settlement including margin and money market sweep capabilities on a single platform
  • Consolidated multicurrency statements, tax forms, cost basis and performance reporting
  • Corporate action payments in local currencies
  • Integrated multicurrency front-, middle- and back-office web-based platform
  • Global shareholder proxy services

With Broadridge, you can deliver global investing capabilities without an upfront commitment to build technology or hire people in local markets. Our solution is unique in the industry, representing the preferred way to offer a global investment platform—at far less cost, risk and client service disruption.

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