Broadridge Wealth 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.

Practice Management

Advisors need to find new opportunities for growth. Broadridge delivers expertise and solutions to help advisors differentiate their services and engage with their clients.

Advice and Investing Tools

Wealth management is no longer transaction-based. It is goals-based and advice-centric. With Broadridge, you can deliver advice on demand and help your investors achieve their diverse goals.

Client Experience

Investors today want to participate in an advisory experience of transparency and collaboration. Our multiple channels provide greater digital experiences and data transparency. Anytime, anywhere.

Operational Effectiveness

By delivering mission-critical solutions across operations, communications and data management, Broadridge enables our clients to gain operational advantage and focus on building their business.

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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