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About Broadridge

Transformation on your terms

Unlock growth with the Broadridge Wealth Platform.

Powered by decades of innovation, our modular ecosystem puts you in control while delivering front-to-back office solutions that seamlessly integrate with your existing capabilities.

Experience the future
of wealth management

This is a demo of the product.

Video Transcript

Firms ready to modernize will welcome the Broadridge wealth platform. Let's take a look. Today, leading wealth management firms benefit from our future ready digital platform. Some take a modular approach, while others have adopted the full platform. Let's illustrate how it can work for your firm right from the start. You can see how your advisor has a complete view of client activities. Advisors can easily customize this page to suit their business and drive productivity. The platform's configuration capabilities allow you to turn these modules on or off based on your preferences.

Our API friendly design lets you integrate Broadridge modules as well as your proprietary solutions and other third party vendors and partners. Right now we integrate with over 200 applications to improve the advisor experience. These enhanced tools help service and grow client and prospect relationships, as well as add workflow efficiencies between the front and back office. Keeping on top of service requests and priority actions without manual effort is critical to productivity. Advisors and their teams can easily submit requests such as money movements, account transfers and client updates. They can also see the status of outstanding requests to provide full transparency. Advisors can also view and act on leads generated from their website or social media. Simply set up the campaign tool once and it continues to deliver content and capture new leads automatically in the background. Advisors can leverage Broadridge's Financial Literacy Library, the largest of its kind updated every hour.

This Broadridge curated content offers the most relevant content advisors and clients want and need. Advisors can now prospect and personalize investor experiences by sending AI recommended content to their clients quickly and at scale. Tracking compensation and incentives are important to every advisor. Today, over 50,000 advisors view their compensation through our platform. Each modular tool can be leveraged regardless of your current back office technology.

The client dashboard aggregates data available for the full household and offers a client centric view to the advisor and to maximize productivity. The advisor will get a complete 360 degree picture whether the assets are held with the advisor or away. We also put valuable real time information at the advisor's fingertips. We've even created a re-imagined client statement. This concise, elevated communication increases engagement and personalizes the client experience.

Now advisors have a digital differentiator. This is just a quick test drive of the modernized Broadridge wealth platform. Our suite of innovative market ready Components Solutions delivers what's top of mind for every wealth management firm. Let Broadridge help you transform on your terms. Welcome to the Broadridge Wealth platform.

Choose the solutions that
match your business needs

Drive advisor

Find a proven way to boost growth, giving advisors more time for clients.


Tap into technology that helps you do 
more with less effort—all in one place.

  • Automate processes, including alternative investments
  • Manage key performance and risk metrics with persona-based dashboards
  • Prioritize critical tasks with real-time alerts and notifications

Personalize investor experiences

Help advisors build relationships—
and their business.

Work with a trusted,
award-winning partner

See more wins


Lending Transformation & Overall Winner

IDC FinTech Real Results


Digital Experience Platforms

Everest Group PEAK Matrix


Best Overall US WealthTech Provider



Best Innovative Client Solution (Canada)



Credit Lending Operations

Chartis RiskTech Quadrant


Wealth Management Products

Everest Group PEAK Matrix

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