Broadridge Wealth Management
Comprehensive front-to-back wealth management platform with modular, open architecture solutions.
Overview
Broadridge Wealth Management offers a full suite of technology, regulatory, and communications solutions designed to modernize wealth management operations. Their platform features an open architecture and component-based design that facilitates seamless integration with existing systems.
The platform supports compliance, risk management, and operational controls through solutions for proxy, regulatory reporting, tax, and reconciliations. It also enhances advisor productivity and investor engagement with advanced communications and marketing capabilities.
Broadridge serves top North American wealth providers and manages significant assets and equity positions, supported by extensive vendor integrations and strategic partnerships.
Key Features
- + Modular front-to-back-office wealth management solutions
- + Open architecture for easy integration
- + Regulatory compliance and risk management tools
- + Proxy and corporate actions management
- + Advisor marketing and investor communications platform
- + Asset servicing lifecycle harmonization
- + Managed multi-asset trading services
- + Real-time data and reporting capabilities