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About Broadridge

Wealth Management

Be relevant—no matter
what comes your way

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Wealth managers are looking to stay relevant so they can attract investors—and retain advisors.

Broadridge digitizes wealth management with a modernized ecosystem that makes it easy to unleash innovation.

The Broadridge Wealth Platform provides an end-to-end, scalable framework that brings you tomorrow’s solutions today.

An open API design combines a firm’s in-house tools with best-in-class Broadridge capabilities or any third-party app—so firms can constantly evolve to become more nimble.

Now every advisor can access insights fueled by artificial intelligence and predictive analytics—personalizing the advisor-client experience to be more relevant.

  • Gain visibility into outside holdings
  • Target content based on behaviors
  • And engage each client in the channels they prefer.

A common data fabric integrates your front, middle and back office, streamlining advisor workflow so they have more time to gather assets.

  • Launch marketing campaigns
  • Monitor compensation
  • And service clients in every way

Industry leaders are working with Broadridge now…to innovate for tomorrow.

According to UBS, Broadridge is the only Fintech leader with the proven technology, scale and experience to deliver such a transformational solution.

The Broadridge Wealth Platform redefines the industry—and the client experience. By tapping into mutualized technology, firms can unleash innovation and drive growth.

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You can already see the change. A generational wealth transfer. The fight to retain advisors. You don’t need a trending app—you need a way to constantly stay ahead. Only Broadridge delivers a single, consolidated Wealth Platform designed to modernize your ecosystem and ensure future success.

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