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Advisor Desktop Solutions

Digital wealth management for advisors and investors

Empower your advisors and investors to manage their investments across the investment life cycle, including account servicing, transactions and portfolio insight. Our solution transforms the wealth management experience, strengthening long-term relationships and increasing profitability.

Increase client engagement and achieve greater business value

Enable advisors and investors to do advanced trading with comprehensive portfolio insight, while managing their investments based on goals, assets, and market data and research.

Complete Account Management
Advanced Trading Capabilities
Book of Business Management
Market Data and Research
Goal-Based Portfolios
Performance Reporting

Learn More About Our Advisor Desktop Solutions

Advisor Desktop

  • Comprehensive account management for real-time balance, holdings, cost basis, activity information, and other account-servicing functions
  • Global trading tools for complex options, contingent orders, basket trading, and block order and allocation
  • Real-time view and reporting on cash positions, stock records, and order activities across an advisor's book of business, or an entire office
  • Global multi-language, multi-currency, and multi-market capabilities to support a firm's international needs
  • Integrated market data and research capabilities that can value portfolios in realtime

Investor Portal

  • Real-time portfolio views, delivering on-demand portfolio insights
  • Powerful trading capabilities, empowering investors to manage investment and trade globally
  • Comprehensive servicing capabilities, enabling investors to manage funds or transfer money among brokerage accounts

Mobile Access

Mobile-ready retail wealth management tools

The platform features mobile capabilities to increase collaboration, optimize data management and deliver a uniform experience for advisors and investors on a single global platform:

  • Mobile ready retail wealth management, delivering access anywhere, anytime
  • Secure, multi-channel application enables portfolio and account management directly from smartphone or tablet, on the internet or via an app, on iOS or Android devices
  • Customize access to deliver a unified brand-enhancing experience across channels and devices

Video

Broadridge Wealth Management Solutions

Discover Broadridge solutions for wealth management firms, advisors and investors and how they deliver a transformative wealth management experience.

How We Can Help

The future-ready solution you can trust

50+
Broker-dealers use our wealth management solutions.
200K
Advisors use our wealth management solution.
17M
Investor accounts are supported by our wealth management solutions.
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