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Wealth Management

Drive growth by adapting to recurring change

Attract investors, grow relationships and retain advisors. Flexible platforms and leading-edge wealth management solutions provide the tools you need to stay relevant—no matter what comes your way.

Unlock growth with the Broadridge Wealth Platform

Our modular ecosystem puts you in control while delivering front-to-back office solutions that seamlessly integrate with your existing capabilities.

LEARN HOW

Wealth Management Firms

Wealth management firms rely on our solutions to optimize critical operations and enable advisors to provide an exceptional customer experience.

Individual Advisor Solutions

Our customizable solutions will help advisors build their brand, share their knowledge and optimize their practice.

Build your practice

Build your brand, share your knowledge and grow your practice with lead generation programs, business ideas, retention strategies and branding tools.

2024 Advisor Marketing Trends Report

Gain exclusive insights on how growth-focused advisor drive ROI through Broadridge’s 5th annual report.

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Trust Services Providers

Mitigate risks, increase operational efficiencies and meet regulatory requirements with customizable and cost efficient solutions.

Optimize business operations

Our dedicated team will work with you to find solutions that drive automation, mitigate risk, and reduce costs to stay aligned with your changing needs.

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Retirement Services Providers

Cost-effectively engage with participants, advisors and plan providers. Our suite of mutual fund trading, advisor targeting, data and analytics solutions simplifies operations and drives growth.

Wealth Management

Partnering with the world's top wealth management firms

1,100

Global banks and brokers partner with us for their wealth management solutions.

50+

Years of experience providing technology driven solutions.

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what’s next for you

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22c-2 Compliance

Annual Compliance

Bank Debt and Loan Trading

Beneficial Proxy Services

Billing and Expense Management

Broadridge Alternative Investments Hub

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Collateral Management

Connectivity

Consumer Preference and Profile Management

Credit and Market Risk

Data Management and Archival

Data Management, Analytics and Reporting

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Distributed Marketing Solution

Distribution 360

Document Composition

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Fi360 Learning and Development

Fi360 Software and Technology

Financial Reporting

Global Market Intelligence

Global Securities Class Action Services

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Intraday Risk Monitoring

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InvestorView

Local Business Listings

Managed Services, Hosting and Integration

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Operational Risk Management

Performance and Attribution

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Portfolio and Order Management

Post Trade and Regulatory Compliance

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