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Wealth Management Firms

Advance control, risk and support services

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Improve controls and support business growth with leading solutions for proxy, regulatory reporting, tax, data and insights, billing and expense, reconciliation and more.

Included Products

End-to-end Securities-Based Lending

Originate loans directly on the Advisor dashboard, enable sales and enhance rich back-office SBL operations and risk management.
see product

Securities-Based Lending in the Cloud

Take control with an SBL solution built for the realities of your business.
see product

Mutual Fund Data and Suitability

Simplify investor disclosure with technology and data.
see product

Beneficial Proxy Services

A proven solution for fulfilling your clients’ proxy regulatory requirements.
see product

Tax Services

Ease the tax reporting burden with solutions that enable you to focus on your core business objectives.
see product

Data Aggregation and Financial Reporting

Align and enhance your entire enterprise with comprehensive data, actionable intelligence and robust reports.
see product

Global Securities Class Action Services

Easily identify global recovery opportunities on all investment positions.
see product

Advisor Compensation

Enhance advisor retention with streamlined compensation and incentive management.
see product

Asset Servicing

Automate your corporate actions processing life cycle to mitigate risk while enhancing client service levels.
see product

Cash Management

Streamline your cash management process and access the real-time data your firm needs to leverage capital.
see product

Operational Risk Management

Evaluate and optimize your end-to-end trade processes and monitor risk in real time, lessening failed trade risk.
see product

Reconciliation

Gain a new level of operational control and efficiency through our SWIFT-accredited reconciliation solution.
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Reference Data Management

Streamline the acquisition, cleansing, storage and distribution of global enterprise-wide pricing and reference data.
see product

Billing and Expense Management

Improve expense calculation accuracy and streamline invoicing, gaining capital efficiency and business insights.
see product
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Wealth Management Solutions to Grow Your Business

Transform the client experience, help boost advisor performance, and optimize operations with Broadridge Wealth Management solutions.

Recent Insights from the Wealth Industry
Resource
Recent Insights from the Wealth Industry
Broadridge Named 2017 XCelent Functionality Award Winner
Report
Broadridge Named 2017 XCelent Functionality Award Winner
Pathways to Attract and Retain Top Advisors
White Paper
Pathways to Attract and Retain Top Advisors
Photo: Telecom sales rep meets with a new customer, demonstrating electronic communications capabilities Photo: Telecom sales rep meets with a new customer, demonstrating electronic communications capabilities

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Wealth Management Firms

More solutions for better client experiences

Explore the many solutions that will enhance your clients' experience and build your brand.
Enhance advisor marketing
Enhance the client experience with dynamic advisor tools
Transform communications
Advance control, risk and support services
Transform your trade life cycle
Optimize your operating model with business process outsourcing
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