Embedded intelligence, transformative impact

With streamlined access to unified, intelligence-ready data, advisors can work more efficiently and make smarter decisions—faster. Broadridge AI enhances productivity across the wealth ecosystem by turning complex data into intuitive, insight-driven actions tailored to each user’s needs.

Schedule a demo
Broadridge Image
Broadridge Image
See your data differently

Broadridge AI unifies fragmented data across systems, third-party sources, and predictive models, turning it into real-time actionable intelligence.

Unlock actionable insights and intuitive natural language interactions—two powerful tools to overcome complexity and accelerate decision making.

Your data. Unified. Activated.

Unlock siloed data
Unify internal, external, and predictive data into one intelligent, enriched source of truth.
Accelerate productivity
Instant insights - replace manual data wrangling, multiple queries with instant insights.
Deliver a seamless experience
A single, consistent UI ensures a modern experience across all wealth components.
Broadridge Image
Turn siloed data into intelligent insights with Broadridge AI

Broadridge AI is a strategic intelligence layer that plugs into existing Broadridge Wealth Platform solutions, extending their capabilities by unifying data, third-party feeds, and predictive models. It transforms this data into actionable intelligence, enabling users to interrogate it through targeted, persona-driven experiences powered by Generative AI.

Schedule a demo

Data meets intelligence

Our AI-driven insights engine combines client, account, transaction, position, and compensation data to provide recommendations, surface real-time insights, and answer any query in natural language-fueling digital engagement, client retention, and growth.

Broadridge Image

What have you done for me lately?

How new approaches to data harmonization are helping advisors answer the toughest question in wealth management.

 

Schedule a demo

See how Broadridge AI drives advisor efficiency and turns data into action.

required
required
required
required
required
required
required
required
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Want to speak with a specialist?
North America
+1 800 353 0103(option 3)
Australia +61 743 569 934
Hong Kong +852 3004 3094
Singapore +65 31 351 278