Additional Broadridge resources:
View our Contact Us page for additional information.
Our representatives and specialists are ready with the solutions you need to advance your business.
Want to speak with a sales representative?
| Table Heading | |
|---|---|
| +1 800 353 0103 | North America |
| +442075513000 | EMEA |
| +65 6438 1144 | APAC |
Your sales rep submission has been received. One of our sales representatives will contact you soon.
Want to speak with a sales representative?
| Table Heading | |
|---|---|
| +1 800 353 0103 | North America |
| +442075513000 | EMEA |
| +65 6438 1144 | APAC |
View TranscriptWealth managers are looking to stay relevant so they can attract investors—and retain advisors.
Broadridge digitizes wealth management with a modernized ecosystem that makes it easy to unleash innovation.
The Broadridge Wealth Platform provides an end-to-end, scalable framework that brings you tomorrow’s solutions today.
An open API design combines a firm’s in-house tools with best-in-class Broadridge capabilities or any third-party app—so firms can constantly evolve to become more nimble.
Now every advisor can access insights fueled by artificial intelligence and predictive analytics—personalizing the advisor-client experience to be more relevant.
As a partner, there are three ways you can benefit by working with Broadridge.
Industry leaders are working with Broadridge now…to innovate for tomorrow.
According to UBS, Broadridge is the only Fintech leader with the proven technology, scale and experience to deliver such a transformational solution.
The Broadridge Wealth Platform redefines the industry—and the client experience. By tapping into mutualized technology, firms can unleash innovation and drive growth.
Broadridge.
Ready for Next.
Wealth is on the move, and every firm is looking for better ways to unleash innovation, attract clients and retain advisors. Broadridge is at the center of this transformation—but we don’t do it alone. We collaborate with a select group of technology firms, solution providers and consultants to create transformative value.
Technology and Solutions PartnersWe can integrate your technologies and solutions with our platform—offering enhanced capabilities to our clients.
Broadridge and Fligoo have partnered to develop a suite of proprietary predictive analytics software products for the wealth management industry. These new software solutions will help banks and wealth management firms harness vast amounts of data to accurately predict the needs of each client.
Consulting PartnersWe can work together to develop a joint offering that delivers unique value.
Broadridge works with consulting partners, including McKinsey, KPMG, Accenture, EY and PwC, as well as a host of regional and specialty consulting firms. Often, we will bring consultants in to our Sales and Delivery teams to harness their expertise and relationships. We co-sell and work together to design, build and implement wealth management solutions—and may even jointly build offerings where we can collectively go to market with innovative services.
Channel PartnersYou can sell our suite of market-leading solutions to your existing clients. Some of our more popular solutions include:
Let’s connect advisors in ways that simplify workflows.
Some of our technology partners include:
| CRM Redtail Salesforce |
Financial Planning eMoney Equisoft MoneyGuide Right Capital TIFIN Plan |
Investor Profile TIFIN Personality |
| Premium Market Data ICE QuoteMedia |
Investment Selection TIFIN Invest |
|
| Content Providers Wall Street Journal Barron's Bloomberg Forbes New York Times Harvard Business Review |
Alternative Investments TIFIN Private Markets |
Collaboration Tools Agent IQ |
Let’s create relevant, personalized engagements.
Some of our technology partners include:
-->| Analytics/AI Fligoo |
Practice Management Pareto PriceMetrix |
Digital Marketing Automation Adwerx WhiteGlove Yext BlueRush |
| Education Content & Collateral CentSai |
Portfolio & Risk Analytics TIFIN Risk |
Charitable Giving TIFIN Give |
Let’s streamline the service model—end to end.
Some of our technology partners include:
| Compliance Management Skymantle Technologies |
Securities Based Lending IntraFi The Bancorp 42 North Private Bank |
| Cost Basis Apex Silver Wolters Kluwer |
Optimize Advisor ProductivityLet’s connect advisors in ways that simplify workflows.
Some of our technology partners include:
| CRM Redtail Salesforce |
Financial Planning eMoney Equisoft MoneyGuide Right Capital TIFIN Plan |
Investor Profile TIFIN Personality |
| Premium Market Data ICE QuoteMedia |
Investment Selection TIFIN Invest |
|
| Content Providers Wall Street Journal Barron's Bloomberg Forbes New York Times Harvard Business Review |
Collaboration Tools Agent IQ |
Enhance the Client ExperienceLet’s create relevant, personalized engagements.
Some of our technology partners include:
| Analytics/AI Fligoo |
Practice Management Pareto PriceMetrix |
Digital Marketing Automation Adwerx WhiteGlove Yext BlueRush |
| Education Content & Collateral CentSai |
Portfolio & Risk Analytics TIFIN Risk |
Charitable Giving TIFIN Give |
Digitize Enterprise OperationsLet’s streamline the service model—end to end.
Some of our technology partners include:
| Compliance Management Skymantle Technologies |
Securities Based Lending The Bancorp 42 North Private Bank |
| Cost Basis Wolters Kluwer |
Welcome back, {firstName lastName}.
Not {firstName}? Clear the form.