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Broadridge Adds Values-Based Investing Tool into Advisor Platform, Enabling Enhanced Advisor-Client Experiences

Powered by YourStake, Broadridge will enable advisors to offer hyper-personalized data-driven insights aligned to investors’ core values

NEW YORK, July 9, 2024 – Global Fintech leader Broadridge Financial Solutions, Inc. (NYSE:BR) today announced a strategic enhancement to its Wealth Aggregation and Insights platform that will help financial advisors develop greater portfolio personalization aligned with their clients’ core values.

Broadridge has integrated YourStake’s proprietary Values Questionnaire and aggregated values-based data analytics, into its advisor platform. These insights will allow advisors to recommend an investment approach that avoids or increases exposure to specific companies, sectors, or business practices based on their clients’ intrinsic beliefs. Providing value-based investing enables financial advisors to differentiate and elevate their services beyond customary risk and return dialogues and provide hyper-personalized, intuitive, and holistic guidance to their clients.

“Broadridge recognizes the importance of hyper-personalization that investors have come to expect when seeking financial advice, and how AI, and data-driven insights enable advisors to differentiate themselves and create new revenue opportunities,” said Paul Camuto, VP, Product Head of Data Aggregation Wealth at Broadridge. “With this strategic enhancement to our Wealth Aggregation and Insights platform, we further our mission of modernizing wealth management and harnessing next-gen technology to drive value for financial advisors and investors, by enabling meaningful client interactions and effective decision-making through data and behavioral science.”

"At YourStake, our mission is to make values-based investing personalized, explainable, and transparent," said Gabe Rissman, Co-Founder and President of YourStake. "We’re excited to partner with Broadridge’s market-leading wealth solution to provide advisors with powerful tools that foster growth, cultivate meaningful client relationships, and fuel advisor productivity."

Broadridge Wealth Aggregation and Insights is part of the Broadridge Wealth suite of innovative, market-ready component solutions designed to deliver modern, digital wealth management. Firms use Broadridge to personalize the investor experience, drive advisor revenue and productivity, digitize enterprise operations, and deliver cost efficiencies. Powered by decades of financial services expertise and a proven track record of helping wealth managers drive growth and streamline their business operations, Broadridge is redefining the future of wealth management.

Learn more about Broadridge's Wealth Aggregation and Insights here.

About Yourstake.org

YourStake helps Financial Advisors understand their client/prospect values by utilizing a Behavioral Values Questionnaire to better understand the most important beliefs their clients have. This questionnaire paired with tangible, personalized, impact reporting helps clients invest in portfolios that better align with their values, and helps advisors demonstrate the tangible impact of values-aligned investing. Portfolio Managers benefit from YourStake's platform which provides transparent and objective raw data from over 300 sources. Wealth managers and financial advisors use YourStake's tools to discover and engage on client values across the sustainable investment journey, from prospecting to investing, to reporting, and to explain impact reports that highlight the outcomes achieved by investments. Solutions are available for individual RIAs and for enterprises.

About Broadridge

Broadridge Financial Solutions (NYSE: BR), a global Fintech leader with over $6 billion in revenues, provides the critical infrastructure that powers investing, corporate governance, and communications to enable better financial lives. We deliver technology-driven solutions that drive business transformation for banks, broker-dealers, asset and wealth managers and public companies. Broadridge's infrastructure serves as a global communications hub enabling corporate governance by linking thousands of public companies and mutual funds to tens of millions of individual and institutional investors around the world. Our technology and operations platforms underpin the daily trading of more than $10 trillion of equities, fixed income and other securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 14,000 associates in 21 countries.

For more information about us, please visit www.broadridge.com.

To contact media relations, please email us at mediarelations@broadridge.com.