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Advisor Desktop Solutions

Digital wealth management for advisors and investors

Provide comprehensive portfolio insight that enables MFDA and IIROC advisors and investors to do advanced trading while managing their investments based upon goals, assets and market data and research.

Increase client engagement and achieve greater business value

Enable MFDA and IIROC advisors and investors to do advanced trading with comprehensive portfolio insight, while managing their investments based on goals, assets, and market data and research.

Complete Account Management

Advanced Trading Capabilities

Book of Business Management

Market Data and Research

Goal-Based Portfolios

Performance Reporting

Self-directed, goal-based wealth management

Investors can manage their entire household of accounts, view portfolios in real time, fund investments and transfer money among brokerage accounts, and control trading globally across asset classes.

Learn More About Our Advisor Desktop Solutions

Advisor Desktop

Comprehensive account management for real-time balance, holdings, cost basis, activity information, and other account-servicing functions
Global trading tools for complex options, contingent orders, basket trading, and block order and allocation
Real-time view and reporting on cash positions, stock records, and order activities across an advisor's book of business, or an entire office
Global multi-language, multi-currency, and multi-market capabilities to support a firm's international needs
Integrated market data and research capabilities that can value portfolios in realtime

Investor Portal

Real-time portfolio views, delivering on-demand portfolio insights
Powerful trading capabilities, empowering investors to manage investment and trade globally
Comprehensive servicing capabilities, enabling investors to manage funds or transfer money among brokerage accounts

Mobile Access

Mobile-ready retail wealth management tools

The platform features mobile capabilities to increase collaboration, optimize data management and deliver a uniform experience for advisors and investors on a single global platform:

Mobile ready retail wealth management, delivering access anywhere, anytime
Secure, multi-channel application enables portfolio and account management directly from smartphone or tablet, on the internet or via an app, on iOS or Android devices
Customize access to deliver a unified brand-enhancing experience across channels and devices

See Product Specifications

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Broadridge Wealth Management Solutions

Discover Broadridge solutions for wealth management firms, advisors and investors and how they deliver a transformative wealth management experience.

How We Can Help

The future-ready solution you can trust

50+

Broker-dealers use our wealth management solutions.

200K

Advisors use our wealth management solution.

17M

Investor accounts are supported by our wealth management solutions.

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Recent Insights from the Wealth Industry

Broadridge brings you the latest market trends, insights and analysis that impact the wealth industry.

Wealth Management

White Paper

Targeting the Digital Generation

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Broadridge, the Next Generation Wealth Management Partner

Learn why Broadridge is your partner for delivering the next generation wealth management experience.

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Advisor Content Communication PlatformAdvisor Content Communication Platform

Advisor Resource CentreAdvisor Resource Centre

Advisor WebsitesAdvisor Websites

Annual ComplianceAnnual Compliance

Bank Debt and Loan TradingBank Debt and Loan Trading

Beneficial Proxy ServicesBeneficial Proxy Services

Billing and Expense ManagementBilling and Expense Management

Capital Markets DisclosuresCapital Markets Disclosures

Collateral ManagementCollateral Management

Compliance and Regulatory Accounting Managed ServicesCompliance and Regulatory Accounting Managed Services

ConnectivityConnectivity

Consumer Preference and Profile ManagementConsumer Preference and Profile Management

Credit and Market RiskCredit and Market Risk

Customer CommunicationsCustomer Communications

Data Management and ArchivalData Management and Archival

Data Management, Analytics and ReportingData Management, Analytics and Reporting

Derivatives Trade ProcessingDerivatives Trade Processing

Digital DeliveryDigital Delivery

Digital Document DeliveryDigital Document Delivery

Digital Experience ManagementDigital Experience Management

Direct MarketingDirect Marketing

Document CompositionDocument Composition

EDGARFormsEDGARForms

Equity Trade ProcessingEquity Trade Processing

Expense Management and Fee ValidationExpense Management and Fee Validation

Expense Management Managed ServicesExpense Management Managed Services

Financial Statement and MRFP Delivery SolutionFinancial Statement and MRFP Delivery Solution

Fixed Income Trade ProcessingFixed Income Trade Processing

Foreign Exchange Trade ProcessingForeign Exchange Trade Processing

Global Post Trade ManagementGlobal Post Trade Management

Global Securities Class ActionGlobal Securities Class Action

Global SWIFT ServicesGlobal SWIFT Services

Intraday Risk MonitoringIntraday Risk Monitoring

Investment AccountingInvestment Accounting

Managed Reference Data ServiceManaged Reference Data Service

Managed Services, Hosting and IntegrationManaged Services, Hosting and Integration

Mobile AppMobile App

Operational Risk ManagementOperational Risk Management

Performance and AttributionPerformance and Attribution

Performance Dashboards and Operational ReportsPerformance Dashboards and Operational Reports

Portfolio and Order ManagementPortfolio and Order Management

Portfolio Securities VotingPortfolio Securities Voting

Post Trade and Regulatory CompliancePost Trade and Regulatory Compliance

Post Trade Processing Managed ServicesPost Trade Processing Managed Services

Pricing and ValuationPricing and Valuation

Print DeliveryPrint Delivery

Print SolutionsPrint Solutions

Professional ServicesProfessional Services

Proxy ManagementProxy Management

Proxy ServicesProxy Services

ReconciliationReconciliation

Reconciliation Managed ServicesReconciliation Managed Services

Reference Data ManagementReference Data Management

Revenue Management and Fee BillingRevenue Management and Fee Billing

RPM R•DigitalRPM R•Digital

RPM R•FundsRPM R•Funds

RPM R•Wholesale TermRPM R•Wholesale Term

Securities FinanceSecurities Finance

Virtual Shareholder MeetingVirtual Shareholder Meeting

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Advisor Desktop Solutions

Digital wealth management for advisors and investors

Increase client engagement and achieve greater business value

Enable MFDA and IIROC advisors and investors to do advanced trading with comprehensive portfolio insight, while managing their investments based on goals, assets, and market data and research.

Self-directed, goal-based wealth management

Investors can manage their entire household of accounts, view portfolios in real time, fund investments and transfer money among brokerage accounts, and control trading globally across asset classes.

Access anywhere, anytime

Wealth management firms can offer a brand enhancing experience through any mobile device, meeting the real-time demands of advisors and investors.

Learn More About Our Advisor Desktop Solutions

Advisor Desktop

Investor Portal

Mobile Access