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About Broadridge

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Wealth Managers need tomorrow’s solutions—today

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Wealth 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.

  • We can integrate your technologies and solutions with our platform - offering enhanced capabilities to our clients.
  • We can work together to develop a joint offering that delivers unique value.
  • Or, you can sell our suite of solutions to your existing clients.

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.



accordionicon plusTechnology and Solutions Partners

We can integrate your technologies and solutions with our platform—offering enhanced capabilities to our clients.

CASE IN POINT

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.

See full list of technology partners.

accordionicon plusConsulting Partners

We can work together to develop a joint offering that delivers unique value.

CASE IN POINT

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.

accordionicon plusChannel Partners

You can sell our suite of market-leading solutions to your existing clients. Some of our more popular solutions include:

  • Advisor Compensation: Our advisor portal provides dynamic sales reporting and analytics for enhanced practice management.
  • Data Aggregation: Our patented technologies reconcile, normalize, aggregate and cleanse data to 99.9% accuracy.
  • Securities Based Lending: And end-to-end, cloud-based solution aggregates daily pricing, ratings and portfolio data feeds to support every phase of the SBL process.
  • Advisor Websites: Customized platforms ensure efficiency, regulatory and brand compliance, while providing flexibility in design and content on a mobile-friendly site.
  • AIF® Designation Training: Broadridge Fi360 Solutions offer leading-edge fiduciary technology and education to drive operational efficiency and support growth.
  • Advisor Resource Library: Position advisors as thought leaders by leveraging original content created by our team of in-house subject matter experts.

 

 

We work with partners so wealth managers can stay ahead of the curve.

 

 

Let’s connect advisors in ways that simplify workflows.

Some of our technology partners include:

Optimize Advisor Productivity
CRM
Redtail
Salesforce
Financial Planning
eMoney
Equisoft
MoneyGuide
Right Capital
Investor Profile
Positivly
Premium Market Data
ICE
QuoteMedia
Investment Selection
Magnifi
Content Providers
Wall Street Journal
Barron's
Bloomberg
Forbes
New York Times
Harvard Business Review
Collaboration Tools
Agent IQ

Let’s create relevant, personalized engagements.

Some of our technology partners include:

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Enhance the Client Experience
Analytics/AI
Fligoo
Practice Management
Pareto
PriceMetrix
Digital Marketing Automation
Adwerx
WhiteGlove
Yext

Charitable Giving
Louise

Let’s streamline the service model—end to end.

Some of our technology partners include:

Digitize Enterprise Operations
Compliance Management
Skymantle Technologies
Securities Based Lending
The Bancorp



accordionicon plusOptimize Advisor Productivity

Let’s connect advisors in ways that simplify workflows.

Some of our technology partners include:

Optimize Advisor Productivity
CRM
Redtail
Salesforce
Financial Planning
eMoney
Equisoft
MoneyGuide
Right Capital
Investor Profile
Positivly
Premium Market Data
ICE
QuoteMedia
Investment Selection
Magnifi
Content Providers
Wall Street Journal
Barron's
Bloomberg
Forbes
New York Times
Harvard Business Review
Collaboration Tools
Agent IQ
accordionicon plusEnhance the Client Experience

Let’s create relevant, personalized engagements.

Some of our technology partners include:

Enhance the Client Experience
Data Aggregation
Ninth Wave
Practice Management
Pareto
PriceMetrix
Digital Marketing Automation
Adwerx
WhiteGlove
Yext
Analytics/AI
Fligoo
Charitable Giving
Louise
accordionicon plusDigitize Enterprise Operations

Let’s streamline the service model—end to end.

Some of our technology partners include:

Digitize Enterprise Operations
Compliance Management
Skymantle Technologies
Securities Based Lending
The Bancorp


Learn more

Partner with the global Fintech at the center of wealth management.

$4.5B
revenues
50+
years of experience
1,100
global banks and brokers
33%
of US financial advisors
$11T
in assets served

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