Vendor
Broadridge
Broadridge provides technology and expertise to improve performance and transform investor experience in the financial industry.
New York, US
Official websiteSector footprint
One company, every side of the market
Asset
Broadridge
Fund flow and wholesaler intelligence for distribution teams.
WealthThis site
Broadridge
Broadridge provides technology and expertise to improve performance and transform investor experience in the financial industry.
Capability matrix
| Capability | Broadridge | Broadridge |
|---|---|---|
| Account Aggregation | — | ● |
| Advisory Fee Billing | — | ● |
| Data Warehouse Services | — | ● |
| Digital Marketing Content | — | ● |
| Lead Gen & Referral Networks | — | ● |
| Portfolio Management | — | ● |
| Rollover Compliance | — | ● |
Parent organization
Broadridge
Founded
1962
Scale
2 sector presences