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Stay compliant and optimize trade processing with Broadridge's specialized trading platform for retirement services providers. Reduce trade errors, improve back-office efficiency and increase transparency between your wealth management firm and its intermediaries.
A truly automated solution for fund trading
Learn More About Our Broker-Dealer Platform Services
Plan Level Data Feed
Creates a "window" into broker-dealer activity
Provide greater clarity and transparency on investment line ups
Give advisors resources to drive growth
ModelTool(k)it Video Overview