Featured Research

The 2015 InvestmentNews Adviser Technology Study

This in-depth study provides a blueprint for the industry, providing actionable information to advisers, along with the latest solutions to help them drive profitability, efficiency and growth for their firm.

Wealth Desktop

1981 Marcus Ave.

Lake Sucess, NY 11042



Unify Your Wealth Management Platform

Broadridge Wealth delivers multi-currency, multi-language technology solutions for trading, account management, portfolio management, client reporting, and performance measurement that is back office agnostic and includes expert data integration.

What makes us different? We have the flexibility to support any business model and every function. Broadridge Wealth brings:

Best-in-Class Integration and Workflow
  • Strong portal experience for advisor and client access
  • Superior workflow management with automated workflow for advisors with extensive business rules
  • Advanced integration brings together multiple back office systems

Powerful Desktop Capabilities
  • Strong desktop components including trading, account and portfolio management and client reporting
  • Proven strategy to incorporate external systems for financial planning and CRM capability

Robust Advisor Experience and Reporting
  • Multi-lingual and multi-currency functionality, which is not standard in the marketplace
  • Robust audit and reporting capabilities for compliance and clients

Global Enterprise Support
  • Outstanding quality service before, during and after implementation
  • Experience across all financial services constituencies and segments

With Broadridge Wealth you will unify your wealth management capabilities and your user experience into one platform. Broadridge (NYSE: BR) is the leading provider of technology-driven solutions for investment advisors, broker-dealers, and banks globally.

For more information please visit Broadridge.com/wealth

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To be included in the directory, submit your product here. For questions, please contact the InvestmentNews Data team at IN-data@investmentnews.com.

For information about an enhanced product listing, please contact Letitia Buchan at (212) 210-0451 or lbuchan@investmentnews.com.


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