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Broadridge onboards UBS onto Distributed Ledger Repo platform
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Broadridge to Distribute TIFIN s Suite of Wealth Management Solutions, Accelerating Growth for Financial Advisors
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Broadridge Launches DLT Repo platform to Execute First Bilateral Repo Trades Using Smart Contracts
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Broadridge Expands Wealth Management Capabilities by Acquiring Innovative Digital Marketing Platform
Acquisition of AdvisorStream expands digital engagement capabilities for financial advisors
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NEW YORK, June 9, 2021 /PRNewswire/ Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader, today announced that it has acquired
AdvisorStream, a leading provider of digital engagement and marketing solutions for the global wealth and insurance industries. The acquisition expands Broadridge s front-to-back office wealth capabilities, positioning Broadridge to serve growth-oriented advisors and firms looking to attract and engage prospects and clients across key digital channels.
AdvisorStream s leading advisor marketing platform enables advisors to drive revenue and growth by providing personalized and consistent client communications. The platform combines powerful marketing automation with highly engaging cont
Aviso Wealth Selects Broadridge to Power its Wealth Management Platform
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TORONTO and NEW YORK, May 13, 2021 /PRNewswire/ Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader, today announced that Canadian financial services company Aviso Wealth Inc. ( Aviso Wealth ) is being powered by Broadridge s digital advisor desktop and securities processing engine and is utilizing its integrated Digital Information Onboarding platforms. Broadridge is the only firm with the proven technology, scale and experience to meet our ambitious business goals, said Bill Packham, President and CEO of Aviso Wealth. We are excited to extend our partnership with Broadridge to support our drive for service excellence and enterprise-wide efficiencies and scalability. The change will streamline the dealer services Aviso Wealth provides to credit unions as well as correspondent and institutional partners and be a cornerstone of