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Built on the pioneering technology of Investigo, Broadridge Data Aggregation and Financial Reporting empowers advisors so they can see more, do more and expect more. Now everyone can access positions, transactions, performance and more – all from a single source with data that is 99.9% accurate and affords a truly 360-degree view. Broadridge Data Aggregation integrates with leading third-party CRM, financial planning and portfolio management applications and with internal Broadridge solutions for automated revenue expense management, compliance, advisor compensation systems, business intelligence and more.
