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About Broadridge

R•Wholesale Term

Comprehensive wholesale distribution

Provide a higher level of service to distributors while meeting industry standards. R•Wholesale Term is an end-to-end solution for all aspects of the wholesale distribution business for term deposits and high interest savings. It allows you to offer the full range of term deposits to multiple distributors with a single solution.

Better service, reduced effort

Easily configure products, services, rates and commissions and integrate with industry-standard trading frameworks to deliver a higher level of distributor service — all from a single platform for efficiency and cost-savings.

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Configurable Dealer Preferences
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Single Platform for CANNEX & GICSERV
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Enriched Dealer Settlement
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Automated Commissions
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Automated Processes
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PDF-Based Dealer Reporting
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Transform the Way You Service Customers

Stay ahead of regulatory change, product innovation and customer demands by transforming your wealth management lines of business. See why leading Canadian financial institutions choose our platforms to support over 15 million customer accounts.

How We Can Help

Driving Financial Services in Canada

600B+
Assets Under Management
64
Clients
42,000
Advisors

Let’s talk about
what’s next for you

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