Wealth Advisor Solutions

Increase advisor productivity, mitigate risk, and grow assets under management with market-leading technology and services for wealth advisors.

Equip your advisors for success

Digital prospecting and marketing automation
Use proven, high-performing platforms to streamline delivery of relevant, personalized, and contextualized investor communications.
Industry-leading practice management tools
Equip advisors to boost growth, manage risk, and maintain fiduciary best practices through time-saving automation, marketing tools, and deep investment analytics.
End-to-end operational efficiencies
Leverage our integrated, modular solutions to seamlessly power operations from workflow management and compensation to investor engagement and marketing automation.
Omnibus trading for retirement plans
Manage qualified and non-qualified plans in a consolidated view with a proven retirement-fund management solution.
Comprehensive data management and analytics
Unlock powerful insights and drive informed decision-making when you leverage a single dataset across multiple Broadridge solutions.
Deep regulatory, compliance, and investor expertise
Achieve success with confidence by tapping into proven expertise, deeply informed by extensive market engagement, to navigate challenges and seize opportunities.

Featured solutions

Advisor Productivity & Investor Solutions

Retirement & Workplace Solutions

Managed Services

Benefit from our proven, industry-leading solutions and expertise

120M+
accounts serviced on Broadridge trade processing platforms
25K+
active advisor websites hosted on our AdvisorStream platform
14 of 15
of the top wealth providers in North America served by Broadridge
37 of 100
advisors on Barron’s Top 100 list leverage Broadridge Wealth Solutions
30K+
advisors and 12K+ AIF® designees served across more than 500 financial services providers

Recognized by the industry

LEADER 2025
Broadridge Named a Leader in Wealth Management Technology in IDC MarketScape 2025 Assessment
WINNER 2025
Innovation in Global Custody, Global Custodian Industry Leaders Awards
WINNER 2024
2024 WealthTech Americas Awards: Winner, Client Marketing and Prospecting (US), AdvisorStream
WINNER 2025
WealthTech Americas Award - Best Client Marketing & Prospecting Platform, AdvisorStream
WINNER 2024
Asset Servicing Technology Provider of the Year - Global Asset Servicing Platform
WINNER 2024
Corporate Actions Technology Award - Corporate Actions and Income Processing
Explore all awards and recognition
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2024 Financial Advisor Marketing Report

Get the latest industry insights and trends on everything from marketing spending to lead-generation strategies and investor expectations. This comprehensive report shares results from a survey of 400+ financial advisors.

Get the report

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We want to hear more about what you need to improve your business and drive transformative innovation, efficiency, and growth.
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