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Case Study

Elevating Client Service Through Flexible, Scalable Operations

Broadridge helps a preeminent wealth and asset management firm support complex investment processes to provide better service to ultrahigh net worth clients.

A preeminent Canadian wealth and asset management firm was taking an institutional investment approach to servicing ultrahigh net worth private clients with a minimum of $3 million to invest. With roots in traditional asset management, the client had added hedge funds and customized investment plans for individual and family clients over time. This growth strategy and the subsequent expanding client base caused significant changes to their business model and required their operations to keep pace.

Learn how Broadridge's investment operations platform transformed their operational environment to support complexity and scale cost-effectively.