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One Wealth: Broadridge Wealth Management Solutions

A single platform for advisors to manage their wealth management book of business.

Many advisors don’t have an all-encompassing platform to manage their book of business. They have one platform to manage their client base and another to manage revenue and compensation and to view performance.

Broadridge Wealth Management’s award-winning solutions are aligned on one platform to drive efficiency and productivity. Our platform provides one window to help financial advisors drive revenue and promote growth. We also offer the end investor one portal to connect to their advisor and view holdings and documents online.

Broadridge's Max Champtaloup and Hiren Kapadia explain how Broadridge's single solution brings all of these capabilities together.