Broadridge Financial Solutions is adding a new dimension to personalized investment advice as it unveils a new partnership to enhance its wealth aggregation and insights platform.
The global fintech provider announced that it has integrated YourStake's proprietary Values Questionnaire and data analytics into its advisor platform.
Broadridge says the new functionality will allow advisors to tailor investment recommendations based on their clients' core values, providing options to avoid or focus on specific companies, sectors, or business practices.
With that, it aims to help push client-advisor interactions beyond traditional risk and return discussions and enable a more holistic and intuitive financial advice experience.
Paul Camuto, vice president and product head of data aggregation wealth at Broadridge, highlighted investors’ increased expectations of hyper-personalized financial advice, and the role of AI, data, and behavioral science in helping advisors differentiate themselves.
“With this strategic enhancement to our Wealth Aggregation and Insights platform, we further our mission of modernizing wealth management and harnessing next-gen technology,” he said in a statement.
YourStake's co-founder and president, Gabe Rissman, emphasized his firm’s mission “to make values-based investing personalized, explainable, and transparent.
“We’re excited to partner with Broadridge’s market-leading wealth solution to provide advisors with powerful tools that foster growth, cultivate meaningful client relationships, and fuel advisor productivity," Rissman said.
Broadridge’s Wealth Aggregation and Insights, part of the broader Broadridge Wealth suite, is designed to enhance the investor experience, boost advisor productivity and revenue, and improve operational efficiency for financial firms.
Jim Cahn, of Wealth Enhancement Group, lifts the lid on his firm's partnership model, his views on RIA M&A, and the widely slept-on reason why advisors are merging into larger organizations.
The fintech firm is cementing its status in the workplace savings space with its latest ESA offering, which employers can integrate into their existing benefits package.
Wealth managers offer unique ideas for couples to grow closer emotionally and financially.
Survey findings suggest increased sense of financial security and more optimistic 2025 outlook, while highlighting employers' role in ensuring retirement readiness.
Falling prices for some securities within the $4 trillion state and local government debt market spotlight how the push to shrink spending is sending shockwaves across the US.
Blue Vault Alts Summit highlights the role of liquidity-focused funds in reshaping advisor strategies
From 'no clients' to reshaping wealth management, Farther blends tech and trust to deliver family-office experience at scale.