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Artificial Intelligence Accelerates Transformation in Wealth

Fuel growth with a platform that uniquely combines innovation and industry expertise.


The Broadridge-Fligoo partnership delivers an innovative predictive analytics platform that powers data-driven tools and insights for next-gen advisors. Built on both extensive experience with investor trends and deep analysis of vast datasets, our proprietary tools help firms address critical business needs and accelerate client engagement.

Artificial Intelligence

Technology is rapidly transforming wealth management—however, 85% of artificial intelligence (AI) projects fail to deliver results. The urgency for innovation is apparent; firms opting to delay or decelerate their implementation of AI risk falling behind the competition. Leading firms are accelerating their focus on next-gen technology in alignment with their business goals.

Broadridge’s approach helps proactive wealth management firms disrupt the fintech startups fighting to capture their core business. By analyzing hidden patterns in the data, our predictive analytics tools surface insights that provide transparency to branch supervisors and compliance personnel. Advisors are equipped with actionable insights to take their next best action with confidence.

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