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About Broadridge

Wealth Management

Drive growth by adapting to recurring change

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.

Wealth Management Firms

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

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.

2024 Advisor Marketing Trends Report

Gain exclusive insights on how growth-focused advisor drive ROI through Broadridge’s 5th annual report.

Trust Services Providers

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

Partnering with the world's top wealth management firms

Global banks and brokers partner with us for their wealth management solutions.
Years of experience providing technology driven solutions.

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