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Robo-Advisory Platform

Automated investment management for advisors and investors

We help our clients increase market penetration and service their investors the way they want to be serviced. Broadridge’s tools and existing business capabilities, combined with Wealthsimple’s robo-advisory platform, provide advisors with extensive wealth management capabilities and automated investment management.

A turnkey robo-advisory solution

We provide advisors with the ability to offer a robo-advice platform that is tightly integrated with existing business capabilities. Our solution enables digital client onboarding, automated compliance, account transfers and more — across devices.

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Consolidated Dashboards
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Client
Self-Service
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Mobile Experience
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Paperless Onboarding
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Dedicated Account Team
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White-Label Interface
Video

Robo-Advising from Broadridge and Wealthsimple

See how the combination of Broadridge’s industry-leading wealth solutions with Wealthsimple’s award-winning platform helps clients grow their book of business and deliver a best-in-class digital experience.

How We Can Help

Partnering with the world's top wealth management firms

1,100
Global banks and brokers partner with us for their wealth management solutions.
200K
Advisors use our wealth management solution.
17M
Investor accounts are supported by our wealth management solutions.
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Let’s talk about
what’s next for you

Our representatives and specialists are ready with the solutions you need to advance your business.