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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

Choose the solutions that
match your business needs

Drive advisor
productivity

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

Digitize
operations

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

  • Automate processes, including account transfers
  • 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

WINNER 2023

Leader in Digital Experience Platform Solutions

Everest Group Peak Matrix

WINNER 2023

Leader in Asset & Wealth Management

Everest Group Peak Matrix

WINNER 2023

Chartis Category Award for Lending Operations

RiskTech 100

WINNER 2023

AdvisorStream

Best Innovative Client Solution (Canada)

WINNER 2023

Best Innovative Client Solution (Canada)

WealthTechAmericas

WINNER 2022

Leader in Wealth Management

Everest Group Peak Matrix

Connect with our experts about the future of wealth management

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