Wealth Management

Enable your advisors to build their practice with data-driven, targeted marketing and customizable brand-building tools.

Provide front-office teams with robust and collaborative technology that fosters customer engagement and a better customer experience.

Create, send, manage and track regulatory and marketing communications with greater efficiency. Tools such as Inform, make information better by transforming the client information management function while providing a secure end-to-end onboarding solution.

Take advantage of our proxy, tax, data and insight solutions that streamline your business operations and support services via industry-leading regulatory risk and expense management capabilities.

Benefit from our wealth and retail brokerage trade management services to support real-time processing of equities, ETFs, mutual funds, options, international and fixed-income securities. Tools such as Broadridge’s Dataphile, provide a comprehensive suite of real-time solutions for Canadian independent securities and mutual fund dealers.

Leverage our best-in-class technology and operations services. We help wealth management firms transform their operating model, gain efficiency and mutualize costs to meet business needs and compliance requirements.

Tap into our professional services and benefit from unique industry insights. Our services empower game-changing transformation that drives real business value.

Build your brand, share your knowledge and grow your practice with lead-generation programs, business ideas, retention strategies and branding tools.

Run your operations across multiple lines of business and find more efficient workflows. Enhance your dealership with eSigned documents, eStatements and mobile apps to support your self-serve investors.