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Wealth Management

Drive growth by adapting to recurring change

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Attract investors, grow relationships and retain advisors. Flexible platforms and leading-edge wealth management solutions provide the tools you need to stay relevant—no matter what comes your way.

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Stay ahead of the curve at the speed investors and clients demand.

You can already see the change. A generational wealth transfer. The fight to retain advisors. Only Broadridge delivers a single, consolidated Wealth Platform designed to modernize your ecosystem and ensure future success.
SEE HOW

Wealth Management Firms

Wealth management firms rely on our solutions to optimize critical operations and enable advisors to provide an exceptional customer experience.

Enhance advisor marketing

Enable your advisors to build their practice with leading data driven, targeted marketing and customizable brand-building tools.
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Step up to the new Standard of Care

Address Form CRS and Reg BI obligations with confidence and efficiency.
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Enhance client experience with dynamic advisor tools

Provide front-office teams with robust and collaborative technology that fosters customer engagement and a better customer experience.
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Transform communications

Streamline the design, delivery and management of transactional, regulatory and marketing communications with a single, data-driven and integrated platform.
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Advance control, risk and support services

Take advantage of our proxy, tax, data and insights solutions that streamline your business operations and support services via industry-leading regulatory risk and expense management capabilities.
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Transform your trade life cycle

Benefit from our wealth and retail brokerage trade management services to support real-time processing of Equities, ETFs, Mutual Funds, Options, International and Fixed-Income securities.
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Optimize your operating model with managed services

Leverage our best-in-class technology and operations services. We help wealth management firms transform their operating model, gain efficiency and mutualize costs to meet business needs and compliance requirements.
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Individual Advisor Solutions

Our customizable solutions will help advisors build their brand, share their knowledge and optimize their practice.

Build your practice

Build your brand, share your knowledge and grow your practice with lead generation programs, business ideas, retention strategies and branding tools.

Trust Services Providers

Mitigate risks, increase operational efficiencies and meet regulatory requirements with customizable and cost efficient solutions.

Optimize business operations

Our dedicated team will work with you to find solutions that drive automation, mitigate risk, and reduce costs to stay aligned with your changing needs.
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Retirement Services Providers

Cost-effectively engage with participants, advisors and plan providers. Our suite of mutual fund trading, advisor targeting, data and analytics solutions simplifies operations and drives growth.

Optimize Trade Processing

Automate and optimize trade processing with an integrated platform that reduces errors, improves back-office efficiency and increases transparency.
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Streamline Retirement Services

Leading-edge technology and tools drive front, middle and back-office efficiencies for retirement and wealth.
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Simplify Trust and Custody Services

Automate and optimize trust and custody services from an experienced, independent custodian.
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Simplify regulatory and compliance reporting

Adapt to regulatory changes, monitor compliance risks and achieve greater visibility into your operations.
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Maximize participant and plan sponsor engagement

Help plan participants navigate the road to retirement by creating and delivering timely and relevant communications.
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Equip advisors to grow their business

Tailor your data and insights to suit the communication needs of advisors to develop and strengthen relationships with these key intermediaries.
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Wealth Management

Partnering with the world's top wealth management firms

1,100
Global banks and brokers partner with us for their wealth management solutions.
50+
Years of experience providing technology driven solutions.
Wealth and Asset Management 2022: The Path to Digital Leadership
Report

Wealth and Asset Management 2022: The Path to Digital Leadership

As firms rush to embrace digital innovation, first-movers gain performance benefits while others pay a steep penalty for lagging behind.
read more
Wealth Management

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